top of page

Affordable Access to Estate and Financial Planning

Connecting families to Real Attorneys and Professionals with ease and affordability

Become a Member and Obtain a Revocable Living Trust for $999 from one of our Authorized Law Firms Today!

Access Has Never Been Easier or More Affordable
to Getting your Affairs in Order

Estate Planning Resources is a membership based organization dedicated to empowering individuals and families with comprehensive affordable estate planning solutions with real Estate Plannng Attorneys and other valuable professionals. Our commitment to excellence and personalized service distinguishes us as the premier legal access plan for estate planning needs compared to the challenge of doing it yourself. Allow us to connect you to vetted professionals and help guide you to take advantage of all our member benefits.

Join us for one of our Live Events and receive additional discounts on our membership benefits


Most Popular Member Benefits
 

1

Legal Service Access

  • A Plan Attorney Guided Full and Complete Estate Plan - $999 (Including Membership Sign Up)

  • Full Restatements to an EPR Made Revocable Living Trust - $250

  • Deed Transfer Document Preparation - $100​

  • ​

2

Financial Service Access

  • Complimentary Social Security Maximization Schedule

  • Complimentary Written Retirement Income Plan

  • Complimentary Portfolio Risk Analysis

  • Institutional Investment Access through our authorized service providers

  • Guidance with Trust Funding & Estate Plan Mapping

3

Ongoing Benefits

  • No Cost Ammendments to the EPR Made Revocable Living Trust while being an Active Member

  • Annual Reviews Included
  • Settlement Services, including Attorney to Family Review
  • Full Restatements to an EPR Authorized Attorney Provider Revocable Living Trust - $250

Why Become a Member?

Save Thousands of Dollars for You and Your Family

EPR provides a network of authorized providers in the Legal Services & Financial Services arenas with a list of complimentary and discounted services that will save families thousands of dollars while they remain members.

HOW IT WORKS

1

Once someone becomes a Member of EPR, we will coordinate your initial Estate Plan Consultation with one of our authorized Law Firm Providers in your area to begin your Estate Planning Journey.

2

After your consultation the authorized Law Firm will create your documents and forward you a draft to approve.

3

The Member then receives their Documents, and EPR will coordinate the next two crucial meetings for the member; the Notary appointment, and the introduction to their Relationship Manager, which will help guide the Member on the next steps after Notarization.
Law Office
“At Estate Planning Resources, we believe in affordable Estate Plans for Middle America and removing barriers to entry and gatekeeping from Professional guidance on all frontss, but it always starts with affordability!”

– Dominick Oteo, CEO –Estate Planning Resources

CONTACT US

For inquiries, membership details, or assistance with estate planning, feel free to reach out to us anytime. We are dedicated to empowering your estate planning journey.

Estate Planning Resources LLC is not a Law Firm, but partners with Law Firms in the areas Estate Planning Resources LLC does business. Estate Planning Resources LLC does not provide legal advice but provides access to vetted attorneys through membership benefits.

bottom of page