We help you organize your estate, provide a no-cost estate summary with values and insights, and coordinate with attorneys to create your estate planning documents.
Schedule Your Planning ConsultationEstate planning can feel overwhelming, but we're here to help you get organized. We provide a no-cost estate summary that gives you a clear picture of your estate's values and insights—so when you meet with an attorney, you're prepared and informed.
Important: We are not attorneys and do not provide legal advice or create legal documents. Our role is to help you organize your estate information and then coordinate with either your existing attorney or connect you with qualified estate planning attorneys in your area.
Many people postpone estate planning because they don't know where to start. Our organization services take the complexity out of the process by helping you compile everything you need before working with legal professionals.
Organized list of all your assets, property, accounts, and insurance policies
Clear picture of your total estate value to share with your attorney
Analysis of current beneficiary designations across all accounts
Important observations about your estate that can help guide attorney discussions
We connect you with qualified estate planning attorneys in your area if needed
Our estate summary service is completely free with no obligations
We help you compile a comprehensive summary of everything you own: real estate, vehicles, investments, retirement accounts, bank accounts, insurance policies, and personal property. We also document any liabilities.
This organized summary gives you and your attorney a clear picture of your estate's total value and complexity—essential information for creating the right legal documents.
We review your current beneficiary designations across all accounts—life insurance, retirement plans, bank accounts, and investment accounts. Beneficiary designations often override what's in your will.
Our review helps identify gaps, outdated designations, or conflicts that you'll want to discuss with your attorney.
Based on our review, we provide insights about your estate that can help guide your conversation with an attorney. This might include observations about asset titling, beneficiary coordination, or areas that may need attention.
These insights help you ask better questions and make the most of your time with legal professionals.
Already have an attorney? We'll help you prepare organized information to bring to your meetings. Need an attorney? We can connect you with qualified estate planning attorneys in your area.
We do not receive compensation from any attorneys—our only goal is to help you find the right legal professional for your needs.
Life changes—marriages, births, deaths, new homes, business changes. We're here to help you keep your estate information organized over time.
When your situation changes, we can update your estate summary so you're always prepared if you need to revisit your attorney.
We meet with you to understand your situation, family, and goals. No cost, no obligation—just a conversation about what you want to accomplish.
We work with you to compile information about your assets, accounts, property, insurance policies, and current beneficiary designations into one organized document.
We prepare a comprehensive estate summary showing the values of your assets, your current beneficiary structure, and key insights about your estate—all at no cost to you.
With your organized summary in hand, you're ready to meet with an attorney. If you have one, we'll help you prepare. If you need one, we can connect you with qualified estate planning attorneys in your area.
After your legal documents are created by your attorney, we're here to help you keep your estate information current as your life changes.
Schedule a complimentary consultation and we'll help you organize your estate—completely free.
Schedule Your Free ConsultationThe information provided on this website is for educational and informational purposes only and does not constitute legal advice. McDonald Financial and Insurance Services, Inc. does not employ attorneys and does not receive compensation from any law firms or legal professionals. We are not a law firm and do not provide legal services.
Estate planning involves complex legal considerations that vary by state and individual circumstances. The completion of any estate planning documents must be done by a qualified attorney licensed in your jurisdiction. Our services are designed solely to help you organize your thoughts and information in preparation for consulting with a licensed attorney.
Nothing on this website should be construed as creating an attorney-client relationship. For legal advice regarding your specific situation, please consult with a qualified estate planning attorney in your area.
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