Welcome to Elite Estate Docs Iowa
Elite Estate Docs is a nationwide Estate Planning Consulting Company. We have consultants across the nation that can assist you with your estate planning needs. Elite Estate Docs Iowa is a subdivision of the company that specializes in the estate planning needs of Iowa families.
Our mission is to help Iowans avoid the unnecessary time and expense of probate by assisting in the creation of necessary estate planning documents and properly funding a revocable trust.
A passion for avoiding probate
Our comprehensive approach to estate planning analysis helps clients efficiently and cost effectively transfer assets to their loved ones while avoiding the added headaches of probate wherever possible.
Phase 1 – Create the Trust
Our estate documents are created by estate planning attorneys and approved in all 50 states. Elite Estate Docs Iowa specializes in Iowa documents, but we can assist with documents in other states if needed.
Phase 2 – Fund the Trust
Our consultants help guide you through the process of funding your trust. Essentially we help your assets utilize your trust after your passing to avoid probate and transition as smoothly as possible to your loved ones.
Phase 3 – Protect the Trust
Our consultants and strategic partners help you protect your estate plan and your assets from other estate and health related risks that could reduce your assets to make more available to your later years and your loved ones when you are gone.
Lifetime Customer Service
Once your documents are created and your trust is funded, we don’t ride off into the sunset. We stay with you for the bumps in the road that happen in life and will help you through it. When in doubt, give us a call whether its health or financial.
Avoid Document Obsolescence
These documents are incredibly important for the transfer of your assets upon death. Our system automatically alerts you if laws change so you can update your documents and prevent them from becoming obsolete.
Next Level (Generation) Service
Some say trusts allow for control for the grave. Our service doesn’t stop when you pass. We will be there for the next generation to help them put into place the plans that you created so they aren’t stuck wondering who to call and what to do.
Join our over 1100+ students and learn the difference between wills and trusts plus the important things you want to consider before it is too late to plan.
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