Specializing in Asset Protection and Wealth Transfer for your Family Legacy

The best estate planning results from the efforts of a team of professionals including your attorney, accountant, estate planning advisor and you!

Strategic Estate Planning Services, Inc. helps you as a coordinator of non-legal services with legal services provided by an attorney. We are trained to focus extensive resources on issues relating to wealth management, asset protection and wealth transfer.

Strategic Estate Planning Services is a unique network of professionals. We will work with you, your family and your other advisors such as an attorney and accountant, to provide accurate, up-to-date, creative techniques and strategies to assist you in the area of estate planning.

Strategic Estate Planning Services works with you to create a customized plan that best fulfills your objectives at a reasonable cost for large or small estates. SEPS offers knowledge and personal service for a lifetime.

Strategic Estate Planners are Licensed Insurance Professionals and Certified Senior Advisors.
We assist our clients with the coordination and settlements of their estates. We are the resource you need when planning for retirement using vehicles such as Fixed Annuities, Fixed Indexed Annuities, Life Insurance, Linked Benefits, Long Term Care, Charitable Gifting Strategies, Income Stream Creation, etc. SEPS specializes in rollovers of 401K, 403b, IRA or any other pension plans to ensure asset protection from market down turns. We provide safety and opportunity on the same dollar at the same time.

THE PROCESS

1. The estate planning process begins by meeting with a planner from SEPS to analyze your estate and answer non-legal questions about your estate planning. There is no charge for a consultation.
2. The Legal Department of the Law Office gets everything in order for the attorney.
3. Your attorney calls you to discuss your desires and recommends the best way to achieve your wants and needs.
4. The attorney prepares the legal documents and deeds.
5. A representative of SEPS, who is a notary, will meet with you for complete assistance in funding the assets to meet your goals (deeds, assignments, stock transfers, letters to financial institutions).
6. We assist you with any institution regarding funding requirements by helping you fill out the proper forms.
7. After the initial visit, SEPS will do a funding review to make sure what you wanted funded into the trust is complete.
8. A representative of SEPS will contact you to perform a regular review every 12 to 18 months.
9. Please contact SEPS when: You have any questions about your estate or you need a resource regarding your estate such as:
   1. Complete assistance in funding the assets into the trust Deeds, Assignments, Stock Transfers, Letters to Financial Institutions
   2. Notarization of all documents
   3. Lifetime settlement assistance
   4. Communication on elder issues
   5. Funding reviews
   6. Review each 12 to 18 months
   7. Client requested reviews and planning at anytime

Customer Service 1-800-381-8870