Learn Agile
We are a consulting and financial planner firm helping customers to make unbiased informed decisions about their investments. We also provide documentation services to our customers related to Living Trust and Estate planning
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What do you love most about your job?
Ability to help someone with basic but important documentation that is important in today's world to protect one's hard-earned money and estate.
What inspired you to start your own business?
I was in a similar situation where I didn't have the knowledge or the resources to create these important documents like power of attorney, Living Will, Trust at an affordable price inspired me to get licensed and help people in similar situations
Why should our clients choose you?
I'm approachable and quick to respond to queries or questions related to the Trust and Estate planning documentation
Can you provide your services online or remotely? If so, please add details.
I don't run a brick and mortar store. I provide my services online and remotely only
What changes have you made to keep your customers safe from Covid-19?
Working remote using the tools and technology at our disposal
Living Trust and Estate Planning
Here is the list of documents I can prepare for you and your spouse:
- Will (including trusts for Children/Grandchildren)
- Probate avoidance Revocable Living Trust
- Power of Attorney (Financial)
- Living Will / Advance Directive
- Medical Power of Attorney and Healthcare Surrogate
- HIPAA Authorization
