Estate Mentors

Name: Estate Mentors
Address: High Point, NC, 27265, US
Telephone: (855) 904-5284

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Financial Consultant·High Point, NC·Directions

High Point, NC 27265

(855) 904-5284

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About this business

Estate Mentors serves High Point, NC and is located in the 27265 ZIP code.

Products and Services

Trust Package (Single or Married)

Our Trust Package includes everything you need for comprehensive estate planning: a Revocable Living Trust, Certification of Trust, Pour-Over Wills, Financial Power of Attorney, and Healthcare Power of Attorney. We also provide cloud storage and sharing for easy access to your documents, as well as Trust Funding Assistance to ensure your assets are properly transferred. This all-inclusive package ensures your estate is managed according to your wishes and provides peace of mind for you and your loved ones.

Will Package (Single or Married)

Our Will Package provides essential documents to ensure your estate and healthcare decisions are handled according to your wishes. It includes a Last Will and Testament, Financial Power of Attorney, and Healthcare Power of Attorney. We also offer cloud storage and sharing for easy access and secure management of your important documents. This package is designed to give you peace of mind and make the estate planning process simple and efficient.

Frequently Asked Questions

If someone has a current trust, the portal or their Estate Mentor will ask them a series of questions. The attorney will then recommend the best way to bring their documents up to date.

Yes, you can change or amend your trust as often as you wish. Your estate plan should change to stay updated as your life changes. You can amend your trust online for typically much less than a standard attorney charges. These major changes could include: Marriage Divorce Birth or adoption of a child Death of a beneficiary Change or add a beneficiary Change the trustee or successor trustee Change the way the property is distributed Change which property is part of the trust Change your name Having acquired new property that you want to add to the trust Having moved to another state where the inheritance laws are different

Yes, Estate Mentors offers free consultations to discuss your estate planning needs and help guide you through the process. Our team is here to provide expert advice and answer any questions you may have.

estate planning attorney, financial planner, government compliance and financial reporting