ESTATE PLANNING

Estate Planning is A Critical Part of Your Financial Future

At P.R. Curtman, we believe financial planning isn’t complete without a clear, legally sound estate plan. Protecting your assets and ensuring your wishes are honored shouldn’t be a complicated or expensive process.
That’s why we’re excited to offer a seamless estate planning solution through our partnership with Wealth.com.

Why Estate Planning Matters

Estate planning isn’t just for the ultra-wealthy—it’s for anyone who wants to ensure their wealth, property, and wishes are handled properly. Without an estate plan:

  • Your assets could be tied up in probate, leading to delays and unnecessary costs.
  • Your family may face legal and financial complications when managing your estate.
  • Important healthcare and guardianship decisions could be left to the courts instead of your chosen representatives.

A Smarter Way to Plan Your Future

Through our partnership with Wealth.com, we now provide clients with a secure, AI-powered estate planning platform that makes it easier than ever to create and manage a legally valid estate plan—without the traditional high costs or hassle.

  • Create a will, trust, power of attorney, and other key documents in minutes.
  • Seamlessly integrate your estate plan with your financial plan for a complete picture.
  • Easily update your plan as life changes, ensuring it always reflects your wishes.
  • Share securely with your family and trusted advisors.

Let’s Get Started

Estate planning is a critical part of protecting your wealth and your family’s future.

As your trusted advisor, we’re here to help make the process simple, secure, and stress-free.

Get started today by scheduling a conversation with Paul Curtman.

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