Strittmatter Estate Planning Package Benefits

Package Benefits

  • We provide a streamlined process that can save you time and money

  • We are education based so we take the time fully explain the strategies that we will be introducing to you.

  • We have personally met with and vetted all of the Estate Planning attorneys and tax professionals that we work with to help create a professional and pleasant experience.

  • We have negotiated pricing with attorneys, trust companies and tax professionals so that you know exactly what you are paying for and how much.

  • We help our clients understand recommendations, get past common roadblocks, assure timely completion of documents and to review for items to implement.

  • We work with the client to implement their plan including setting up beneficiaries, funding trusts, setting up entities, setting up insurances and allocating investments.

  • We are there for you and your family when death occurs to ensure a smooth and peaceful transition of assets to beneficiaries.

  • The overall benefit is that you will receive a professional crafted, Comprehensive Estate Plan with a team of experts to make sure it is implemented properly and serve as an ongoing resource for you and your family as your situation changes.