Estate Manager Pro

EstateManagerPRO is a free estate management tool designed to help families deal with the death of a loved one confidently, effectively and with a feeling of control. It's a unique estate planning and post-death administration resource that offers a secure, step-by-step guide that explains what to expect, what to do and when to do it. It also shows how to get immediate support from trusted, pre-screened local professionals and service providers. Click on the EstateManagerPRO button below to begin planning.


If you would like to schedule a free fifteen minute telephone consultation with one of our CERTIFIED FINANCIAL PLANNER™ practitioners, please call our office at (515) 225-6000.