Estate Guardian
An app that helps you manage your estate
No matter how modest, everything you own is part of your estate. This includes your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions, and more.
Are you prepared?
- 01 ☑️Will
- 02☑️Trust
- 03☑️Health Care Directives
- 04 ☑️Living Will
- 05☑️Medical Powers of Attorney
- 06☑️Financial Powers of Attorney
- 07 ☑️Beneficiary Forms
- 08☑️Life Insurance
- 09☑️Estate Tax
We assist clients with diverse backgrounds, assets, and goals.
Custom tailored
tax planning gift tax laws review and explained
Our Experience, creativity, and expertise enable us to craft plans of all levels of expectation