5-minute Estate Planning Stress Test
Keystone Financial Readiness Strategies is proud to partner with ePIC Services Company to provide this easy tool to bring awareness to our clients’ gaps in their estate and legacy planning goals. Click the link below to start your assessment for us to determine the priority level to move forward.
*Note: Households with a score of 70% or higher need to take action now.
Welcome to eStatePlan™, the secure, cloud-based estate planning tool for the 21st century. When you use this state-of-the-art estate planning and medical preparedness system, you gain peace of mind knowing your affairs are in order no matter what the future brings. You can take comfort in knowing that you have set everything in place, keep your documents updated in real time, and can share them with the people you designate. You have just taken control of your estate plan using eStatePlan™, the most convenient, efficient, and cost-effective way to ensure your legacy is executed exactly how you want it to be.