Estate Planning
An average estate plan can cost $5k - $10k with fees for updates - not to mention hours of your time in searching out the right firm. Instead, leverage your existing relationship with us, our technology and attorney network to get an affordable plan that stays in-house - and with no update fees.
Get peace of mind today with an Estate Plan.
Meet with Charles M. Feehely, CFP®
Book Here
What You'll Get
- Modern digital platform to sync and visualize everything you own
- Your choice of state-specific plans and documents to suit your family's needs
- Secure digital storage for your plan and other important documents
- Ongoing education and resources to keep your plan up to date and valid
Everyone needs a plan. You've got this!
