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About Us

Our primary focus is to develop strategies that protect your wealth and maximize the distribution of your wealth for you and future generations.


Our firm was founded by a team of legal, accounting and financial planners that were frustrated that many prospective clients came with either no estate planning done prior or their estate planning documents that they had done in the past were grossly outdated. Estate Planning Architects was formed to assist clients in their drafting of cost effective and comprehensive estate planning documents for all clients for all estates- simple and complex.

Early on it became evident that the quality of services Estate Planning Architects had to offer would benefit virtually everyone in their planning needs. Our unparalleled service and attention to detail has attracted prominent highly respected financial, accounting, media and legal advisors to recommend our services to their clients.


Estate Planning Architects Disclaimer

Prior to initiating any estate planning document preparation, Estate Planning Architects strongly encourages all visitors to engage with and discuss their specific estate planning needs with an Estate Planning attorney or Certified Estate Planner. This engagement prior to utilizing our document preparation services will ensure that you have a road map as to your specific needs. Estate Planning Architects is not a law firm, and the employees of Estate Planning Architects are not acting as your attorney. Estate Planning Architects's legal document service is not a substitute for the advice of an attorney or seasoned estate planner. Estate Planning Architects's role is to facilitate the preparation of your estate planning documents based upon the information and background that you and your estate planning adviser share in the Interview process. From that Interview, attorney-drafted and state-specific estate planning documents can be assembled on your behalf.

Estate Planning Architects provides an online legal portal to give visitors a general understanding of the law, as well as to provide an automated software solution to individuals who choose to prepare their own legal documents. To that extent, the site publishes general information on legal issues commonly encountered.

Estate Planning Architects's document service also includes a review of your answers for completeness, spelling and grammar, as well as internal consistency of names, addresses and the like. At no time do we review your answers for legal sufficiency, draw legal conclusions, provide legal advice or apply the law to the facts of your particular situation. Estate Planning Architects and its services are not a substitute for the advice of an attorney.

This site is not intended to create an attorney-client relationship, and by using Estate Planning Architects, no attorney-client relationship will be created with Estate Planning Architects. Instead, you are representing yourself in any legal matter you undertake through Estate Planning Architects's legal document service. Accordingly, while communications between you and Estate Planning Architects are protected by our Privacy Policy, they are not protected by the attorney-client privilege or work product doctrine.

Although Estate Planning Architects takes every reasonable effort to ensure that the information on our website and documents are up-to-date and legally sufficient, the legal information on this site is not legal advice and is not guaranteed to be correct, complete or up-to-date. Because the law changes rapidly, is different from jurisdiction to jurisdiction, and is also subject to varying interpretations by different courts and certain government and administrative bodies, Estate Planning Architects cannot guarantee that all the information on the site is completely current. The law is a personal matter, and no general information or legal tool like the kind Estate Planning Architects provides can fit every circumstance.


Therefore, if you need legal advice for your specific problem, or if your specific problem is too complex to be addressed by our tools, you should consult a licensed attorney in your area. Visitors to our site may obtain information regarding free or low cost representation through your state bar association or local legal aid office.

Estate Planning Architects cannot provide legal advice and can only provide self-help services at your specific direction.

Estate Planning Architects is not permitted to engage in the practice of law. Estate Planning Architects is prohibited from providing any kind of advice, explanation, opinion, or recommendation to a consumer about possible legal rights, remedies, defenses, options, selection of forms or strategies. 

This site and some of the articles on this site contain links to other resources and businesses on the Internet. Those links are provided as citations and aids to help you identify and locate other Internet resources that may be of interest, and are not intended to state or imply that Estate Planning Architects sponsors, is affiliated or associated with, guarantees, or is legally authorized to use any trade name, registered trademark, logo, legal or official seal, or copyrighted symbol that may be reflected in the links.

Estate Planning Architects is not responsible for any loss, injury, claim, liability, or damage related to your use of this site or any site linked to this site, whether from errors or omissions in the content of our site or any other linked sites, from the site being down or from any other use of the site. In short, your use of the site is at your own risk.

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