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.
