FamilyEstateDocs.com provides tools and software for financial and insurance professionals (our licensees). We provide a cloud based software application for our licensees to offer attorney drafted estate plans online to their clients and prospective clients. This...

Can a Financial Services Professional use Family Estate Docs software? Without practicing law? This is the most asked question about using the FAMILYESTATEDOCs.com software. Why not take control of the process? Your client will love you for the time and money you save...

An asset change can be positive or negative. It can cause serious estate issues pro or con. There are many issues in life that I like to call Pillars of Life. Transactions that change the way you experience life. The loss or gain of a career. The sale of a house, or...

Has your family experienced a major health change or threatening condition that makes you wonder if your life is in order?  Or even the death of a loved one? Do you have a disabled child or spouse that is dependent on your financial decisions? Do you know what that...

In my many years of working in the Estate planning industry I have had many clients who experience relationship changes. A devastating divorce or even a “friendly one” opens a whole new can of worms. The State of Tennessee gives a spouse many powers to make decisions...

Do you have a will, a Trust or the government plan? Do your loved ones have access to the proper paperwork if you die or get disabled? Over half of the people in a major financial magazine survey said they simply have just not gotten around to making a plan, or feel...