The Estate Planning Source
Reno, NV
The Estate Planning Source leverages an independent network of affiliates, including attorneys, financial planners, insurance agents, investment professionals, RIAs and CPAs, to assist clients with their estate planning needs. Based in Reno, Nevada, The Estate Planning Source has supported hundreds of professionals and their businesses across the country since its founding over 30 years ago. The company offers robust and up-to-date documentation to attorneys, all of which has undergone years of development and improvement by hundreds of legal experts.
In the company's specialized working model, attorneys and financial advisors nationwide collaborate to provide their clients with the best possible service and estate planning solutions. The Estate Planning Source then manages the production, binding, and shipment of all documentation to the attorney for review with their client.
In its efforts to provide quality estate planning resources, the company has launched a new website that contains a comprehensive collection of articles, training courses, blog posts, and videos, as well as an online forum. The company is also in the process of completing an advanced, cloud-based, data entry system, which will allow affiliates throughout the country to instantly access critical materials.