Excel Empire

Estate Planning

Coming soon! Estate Planning by Certified Estate Planning Coordinators. Estate Plans, Special Needs Trusts, Charitable Trusts and Foundations are all available to help you plan for your future.
Our unique concierge service enables you to easily complete your attorney drafted documents conveniently from the comfort of your home or office.

No appointments or waiting to get into an office or scheduling a time around the busy travel times. The entire process can be completed quickly and securely in an online meeting portal. Speaking with one of our Certified Estate Planning Coordinators and walking through a self paced interview, you will wonder why you put this off.

Your customized Estate Plan provides peace of mind, by knowing that you have all your planning taken care of. You make the important decisions rather than leaving it up to chance (and unnecessary expense & loss of privacy) of the government probate court system.

Plan now and protect what’s yours. Save your family unnecessary stress, expenses, and yes, even tax exposure. Secure your legacy today! Call 888.641.1989 to schedule your meeting with one of our friendly, Certified Estate Planning Coordinators.

Excel Empire

Our services encompass all facets of specialized tax planning. Through our forensic evaluation, we pinpoint your greatest inefficiencies and provide a comprehensive overview of available opportunities within the Internal Revenue Code. This ensures that you have the most optimized positioning available to minimize your tax burden effectively.

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Get In Touch

Have questions? Get in touch with us and we’ll see how we can help.

Union, Kentucky

Columbia, South Carolina

Main Office-West Palm Beach, Florida

888-641-1989

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