About Us
Established 2009Our mission is to alleviate the administrative burden of winding up estates by using technology to speed up the process and improve efficiency.
Mission
With intelligent technology and the right partnerships, Estate Plan ensures winding up an estate of a loved one is seamless and speedy even if there is no will in place.
Our mission is to alleviate the administrative burden of winding up estates by using technology to speed up the process and improve efficiency.
Values
1. Professionalism
When dealing with a client’s last wishes, we take the task seriously. We want your clients and their dependents to know they can trust the Estate Plan process to guide them through a challenging time with care, ease and understanding.
2. Efficiency
The longer it takes to wind up an estate, the longer families wait to gain access to vital funds and assets. Our technology-enabled platform walks your clients through the process step-by-step, speeding up the winding up of an estate despite delays caused by third party inefficiencies.
3. Innovation
Using the latest fiduciary technology and planning, we aim to have estates wound up as quickly as possible.
4. Knowledge
With Estate Plan, all common pitfalls get avoided when creating Wills online. We inform, educate and allow technology to do the rest.