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Creating an Estate Plan doesn't have to be confusing, costly or complex.
Our network of local financial experts guide you through our online process, saving you time and money.
Our experience
sets us apart
We have a network of 900+ financial advisors in 47 states in 73 offices across the country to assist with the execution and funding of the trust.

Life passes
by pretty quickly.
Is your estate in order?
The process was simple, organized, and easy to follow. The presentation of the binder was impressive, and the price is very reasonable. I will be recommending your services to all of my friends. You are the BEST, thank you!
Lauren F

The Estate & Trust process can be stressful, but it doesn't have to be.
Creating a plan for your estate is often an afterthought for many families. It’s a confusing subject, beginning the task feels daunting, and involving professionals sounds expensive. However, like most things in life, the unknown is the worst part.
Review our options
Get started in three steps
What our customers are saying:
“Not sure why I waited so long to do this. Estate Mentors makes it so easy.”
NOAH E.
“They held my hand through the process, which was quick and inexpensive.”
ANDREA J.
“I couldn't believe how easy and inexpensive this was. Now I have access to it whenever I want.”
OLIVER A.
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