AdvisoryQuest - Consultants & Outsourced Partners (Estate & IncomeTax)

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Financial Planning- Consultants & Outsourced Partners
(Estate & Income Tax) [3]

EstateLogic®
Executer's Resource, Inc.
www.executorsresource.com
Email: Activation@EstateLogic.com
866-645-6051

From ER website: Financial advisors and institutions can use EstateLogic to help clients best prepare for wealth transfer, while driving important business benefits.

EstateLogic provides a window into a client’s total estate environment – their entire financial picture, estate structure, family relationships, charitable goals, biographical milestones, and legacy preferences. This unique perspective brings rise to more effective, holistic plans and smarter solutions that avoid the typical pitfalls of wealth transfer.

MyEstateManager.com
www.myestatemanager.com

From MEM website: MyEstateManager (a free resource) introduces a step-by-step process that ensures nothing is forgotten, and things get done right. We address the critical phases of dealing with estates: advance planning, funeral services and preparation for probate to name a few - saving families thousands of dollars and many months of time.

Our nationwide Service Partner Network and general provider listings takes the uncertainty out of answering the question asked thousands of times throughout the process: "Who do I call?" MyEstateManager unites credentialed leaders in nearly 20 professions that are often needed: funeral homes, attorneys, financial advisors, retirement communities, even personal assistants.

We guide you through the process, asking the many questions and ready with the answers no one likes to think about, or face alone. You aren't alone; we are here to help.

This site provides a general benefit for families. It specifically helps:

an executor or administrator with the immediate responsibility of administering an estate as the result of a recent death
an executor or administrator of an estate looking to plan ahead in light of the diminishing health of a loved one
anyone wishing to begin or improve the planning for their estate, ensuring that their wishes are known, memories preserved, and assets are appropriately distributed

While the step-by-step process is designed to be read from the perspective of an executor or administrator, the information may be valuable for anyone involved in the estate administration process.

Plan Your Legacy
www.planyourlegacy.com

From PYL website: As a professional advisor you are uniquely qualified to lead clients through the important process of legacy planning. And our Breadcrumbs program will prepare you to help clients protect and pass on personal legacies that reach far beyond their assets.

Our powerful legacy planning program includes:

Exclusive, easy-to-use software
Turn-key marketing tools
Ongoing professional training

You can even outsource your legacy planning process to our headquarters. Simply get your client interested in the power of legacy planning and register them for our telephone or web conference. We get them prepared and refer them back to you for a meaningful and profitable legacy review. This outsourcing program was developed by Mark Colgan, CFP® professional, founder of Plan Your Legacy, LLC, and a leading expert on legacy planning. You can significantly reduce your time commitment and ensure your clients complete their plans.

For members who prefer to manage their own legacy planning process, we’ve broken it down into three simple steps: Foundation, Implementation, Ongoing Mastery.

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