Free estate planning review · No account numbers required
Does Your Family Have the Estate Plan They Deserve?
Compare wills, revocable trusts, beneficiary strategies and legacy planning options.
- Will vs. trust comparison
- Beneficiary designation review
- Tax-efficient legacy strategies
- Incapacity planning options
- Optional 15-minute call with a licensed professional
Question 1 of 5
What is your main estate planning goal?
Watch before you book
A short video on how this free review works and what you'll walk away with.
Free Estate Planning Review
No account numbers, no obligation, and no sales pitch. Just a clear comparison of the options that may fit your situation.
Will
Will vs. trust comparison
Beneficiary
Beneficiary designation review
Tax-efficient
Tax-efficient legacy strategies
Incapacity
Incapacity planning options
"I was able to get an estate plan with a will and trust along with life insurance and guaranteed growth on my IRA with the help of the advisor My IRA Hero connected me with."
"The review made me update beneficiaries I had forgotten about. That one change could have saved my family a huge headache."
Questions people ask first
- Do I need a trust or is a will enough?
- It depends on your assets, state probate rules and family complexity. The review compares both paths.
- Will estate planning reduce taxes?
- Proper planning can reduce probate costs and, for larger estates, estate and inheritance taxes. We review the strategies available to you.
- What happens if I become incapacitated?
- A complete plan includes powers of attorney and healthcare directives. The review covers these pieces.
- Do I need an attorney?
- For legal documents, yes. We can connect you with an estate planning attorney licensed in your state.
- Is the review free?
- Yes. The review and initial consultation are free.
Does Your Family Have the Estate Plan They Deserve?
Get my free estate planning reviewFree, no obligation, and your information is never sold.