Estate Planning Source

At The Estate Planning Source, we're dedicated to providing comprehensive and customized estate planning solutions to individuals, families, and financial professionals. As a leading national document fulfillment organization, we've honed our expertise over three decades to offer one of the finest revocable living trust document packages available.

Our Services

Our team of experienced attorneys and financial services providers work together to provide top-notch estate planning services. We prepare and customize documents, print, and assemble comprehensive estate planning packages tailored to each client's unique needs. Our trust documents are drafted to ensure accuracy with current state and federal laws, and we update them as changes occur. We've finalized over 70,000 trusts to date, resulting in thousands of satisfied clients.

Our Unique Business Model

What sets us apart is our national network of attorneys and financial services providers. We work as a team to help clients obtain the best documents for their estate. This collaborative approach enables attorneys to strengthen their business, while advisors support their clients from start to finish by assisting with the non-legal aspects of the estate planning process. Our clients benefit from having qualified assistance from both.

Why Choose Us

We're a nationally recognized business with over 30 years of experience, dedicated solely to estate planning. Each trust is custom-drafted by an attorney to fit the needs of each client. Our trusts are valid in every state, so you can rest assured that your documents will remain effective even if you move. We're committed to educating our customers, whether clients, advisors, or attorneys, and strive to meet their expectations with honor and integrity.

What We're Not

We're not a "trust mill" or a mass marketing organization. We don't sell financial products, create "cookie-cutter" documents, or attempt to take advantage of seniors. We're committed to protecting our fellow Americans by recruiting and training reputable, knowledgeable, and experienced network attorneys and financial advisors.