Every family’s circumstance is different and needs the utmost care when planning and considering what should be done to protect the interest of an individual’s Estate or Trust. At Expert Estate Consultants we take a Holistic Approach and look at all aspects of one’s financial, medical, and legal future. We plan together to ensure every I is dotted and T is crossed. This way you are confident with the future of your estate.

When we plan, we listen!

We hear what you want and help formulate a detailed document to assist us with carrying out your wishes. We build relationships with your Attorney or Estate Planner, and we provide insight into best practices for Estate and Trust Administration. We have detailed client information forms to help us get an inside picture of the Financial Overview so that we can assist with building a Conservative /Growth portfolio with your Financial Advisor. Let us help plan for the sustainability of your future.

We oversee the most important parts of administration to protect the future of your legacy.