Overview

Premier Estate Planning is an Arizona Certified Legal Document Preparer (AZCLDP). While we do have an attorney preparing documents, we operate under the AZCLDP umbrella. We can do documents nationwide. The process with our firm can be simple document preparation through a complete Educational process for your clients. We offer wholesale pricing for advisers that wish to be more involved. Since we are a Document Prep firm, it's more affordable for clients. It's not just order taking. If your clients need more hand holding, we can do that as well. Our services are a tremendous value add for many professionals....Financial Advisers, Insurance professionals, Mortgage Professionals, Realtors, Tax Professionals, & such.....Great Estate Planning is not about being wealthy or old...it's about having control of Personal & Financial Decision Making under all circumstances....and the cost is much more affordable than many imagine. If you think about it...the cost of NOT having documents in place prior to an issue is far more expensive than having everything in order. Reach out and set up a Zoom call to learn how we work and what it could do to benefit your practice & your clients.