Learn How to Plan Your Estate provides clear, accessible estate planning education and guidance for individuals and families who want to protect their legacy, manage assets responsibly, and make confident decisions about the future.
Estate planning services are provided through barter via Complete Estate Planning LLC, allowing ITEX members to put their trade dollars to work while saving cash.
Clients receive easy-to-follow guidance on essential estate topics from wills and trusts to powers of attorney and advanced planning strategies designed to bring clarity, confidence, and peace of mind.
Services include:
• Estate planning education and coaching
• Guidance on wills, trusts, and legal planning tools
• Information on asset protection and beneficiary planning
• Support with documentation preparation and next steps
Using ITEX for estate planning allows you to invest in your family’s long-term security while conserving cash for other priorities.