Our Services

Connecting you with estate planning tools and trusted advisors.

Estate Software
A person using a laptop with estate planning software open on the screen.
A person using a laptop with estate planning software open on the screen.

Access easy-to-use software to organize your estate plans confidently.

A friendly financial advisor discussing plans with a client in a cozy office.
A friendly financial advisor discussing plans with a client in a cozy office.
Close-up of hands signing important estate planning documents.
Close-up of hands signing important estate planning documents.
Advisor Connect

We link you to financial advisors who understand your estate goals.

Guidance and support to ensure your wishes are clearly documented.

Personal Guidance

Prosperity Plan made estate planning simple and connected me with the right advisor quickly.

Mary

Smiling middle-aged woman sitting at a desk with a laptop and paperwork, looking relieved.
Smiling middle-aged woman sitting at a desk with a laptop and paperwork, looking relieved.
Close-up of hands signing an estate planning document with a pen on a wooden table.
Close-up of hands signing an estate planning document with a pen on a wooden table.

★★★★★

Help

Questions? Reach out anytime, we're here.

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