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Estate planning

Best estate planning professionals

Browse top-rated estate planning professionals on TidyCal. Compare ratings, read reviews, and book your session in just a few clicks.

All Legal consulting (349) Tax preparation (99) Financial planning (313) Bookkeeping (69) Insurance consulting (69) Estate planning (8)

Top estate planning professionals

Digvijay Jhala

Free Consultation - Wills & Estate Planning

This will be a detailed and in-depth discussion on all the aspects relating to your estate planning requirements so I highly recommend you to keep all your questions ready so that we can make this meeting more productive...See you soon.Kind RegardsDigvijay JhalaFinancial Adviser & Estate Planning [email protected]

Starting at
Free
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Fox Valley Mobile Notaries and @MobileNotaries

Estate Planning Documents Mobile Notary Signing

This is for Estate Planning Documents that you need signed with a mobile notary.Includes:**Power of Attorney**Trust Documents**Estate Planning Documents (include Last Will & Testament)**Real Estate Documents(***PLEASE NOTE - Most Estate Planning Documents will require 2, unrelated witnesses be present to sign along with the notary. If you are unable to provide 1 or 2 witnesses, please see the other witness types that include witnesses.)

Starting at
$175.00
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Empress Josephine

Estate planner appointment setter

Looking for an easy way to earn some extra cash? Check out https://epdocuments.com. No experience or selling required. Just set up a call with potential clients and explain our services. And when our team close the lead , you'll earn a generous $200 commission. We provide training and marketing materials to ensure your success. Start earning today!

Starting at
Free
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Liz Galvan

📜 15-Minute Estate Planning Consultation

15-Minute Trust & Estate Planning Consultation Get clarity before starting your estate plan. We’ll go over whether a Trust or a Will fits your situation, what’s included, what you need to gather, and the exact next steps to get started and complete your documents.Disclaimer: This is not a legal consultation. I am not an attorney and do not provide legal, tax, or financial advice.

Starting at
Free
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Liz Galvan

Estate Plan Document Review (30min)

Estate Plan Doc Review AppointmentReady to review your documents? This 30-minute session is designed to go over your documents and answer any questions. After we review the documents we can help you set up your notary appointment. During this session, we’ll cover:• Review your trust, will, and powers of attorney• Outlining the next steps to finalize your documentsImportant:This is not a legal consultation. I am not an attorney and do not provide legal, tax, or financial advice. This session is s...

Starting at
Free
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Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Starting at
Free
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Liz Galvan

Estate Plan Intake (45 min)

Trust Intake AppointmentReady to move forward with your estate planning documents? This 45-minute session is designed for clients who are prepared to begin the document preparation process.During this session, we’ll cover:• Collecting the key information needed to complete your trust, will, and powers of attorney• Outlining the next steps to finalize your documentsImportant:This is not a legal consultation. I am not an attorney and do not provide legal, tax, or financial advice. This session is...

Starting at
Free
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Ireen

Estate Planning (For Single Person)

Single Person Estate Planning NotarizationProtect your future with notarized wills, powers of attorney, and healthcare directives. We ensure your documents are valid, secure, and give you peace of mind knowing your wishes will be honored.

Starting at
$195.00
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Frequently asked questions

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Some estate planning providers offer free sessions, while others charge a fee. Prices are listed on each provider's card above.

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