Estate Guru Navigator
Joshua Chichoni (801) 609-4433
Support: (385) 240-6400
EP Navigator is now ESTATE GURU! 3-20-2023
ACCESS SOFTWARE AND DOCUMENTS
Client Piece: “What does Estate Guru do?
Estate Planning Price Guide
Estate Planning Appointment Preparation Packet
Living Trust Credit Card Payment & Compensation Acknowledgement form
Basic Will Credit Card Payment & Compensation Acknowledgment form
Estate Guru Estate Planning 101
ESTATE PLANNING POWERPOINT PRESENTATION
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Click this link to sign up as a rep with Estate Guru
Use Promo Code CPR100 to take 100% of the price off as there is NO Cost to CPR Rep for the Dashboard.
- Email Marketing Templates : Send these editable templates to introduce estate planning to active clients and prospects.
- Social Media Post Templates : Use these editable templates to post on your business social media accounts.
- Calls Scripts : Practice with these different call scripts.
- Prospect Conversion Process: Use these steps to ask for a referral to a client’s named agents or beneficiaries
- Estate Planning Presentation Template: Plan an Estate Planning Seminar with these editable template.
- Estate Guru One Page Brochure : Hand this one page brochure to your client and prospects
- Client Facing Website : Share this website page with your clients
- White Label Option: Want a customized login? Direct Chat support? or additional features? Fill out this form (additional cost).
- Private Network Access: Do your clients need other Trusts? Refer them to our Private Network using this link.
Other Resources:
- Advisor Estate Planning Checklist: Covers tasks prior to, during, and after the estate planning appointment
- Sample Pricing Guide: This is a sample pricing sheet you can modify with your pricing and information, or simply use it as a guide to create on
- Client Disclosure Document: This is the client disclosure form we use with clients. Feel free to use it with your clients if you’d like.
- Estate Planning Appointment Guide: This is a great tool to help your clients prepare for the estate planning meeting.
- Client Asset List: This is a helpful prompt for your client to recall all their assets.
- Searchable Knowledge Base: Our Support Website has information on starting, completing, executing and funding the trust.
$1,299.00 Per Trust (Single or Married)
Estate Guru PLUS Program
$1,499.00 Per Trust (Single or Married)
Estate Guru Plus Price guide
Estate Guru Plus Trust or Will Acknowledgement form
Includes compensation of $500.00 to the Advisor.
Changes to the Trust are completed by the attorney assigned to the client in their State. Changes are billed at $150.00 per hour. Most changes can be completed in one hour, however, complex changes may take more time.
Guiding you every step…
Estate Guru is more than a stack of documents… it’s a tool that guides you through every important step of your estate plan.
CREATE
Create, execute, and fund your estate plan specific to your needs
SHARE
Track and communicate with those you name in your estate plan
MAINTAIN
Ensuring your wishes are carried out when the time comes
NAVIGATE
Helping you know how and when to amend your estate plan as life circumstances change
Why is Estate Guru the Smarter Choice?
Price, quality, and accessibility are all key considerations in the estate planning process. We offer the highest quality documents at an affordable price for everyone by:
Tailoring each document to you.
An attorney is responsible for your file.
Our documents are living, easy to change as your life does.
No suits required! Spend a fraction of the cost of a traditional lawyer.
If your situation is too complex, a qualified attorney will call you.
Last Will & Testament
The most common first step is to name a guardian for your minor children and ensure your wishes are fulfilled after your passing.
Power of Attorney
Put your financial decisions in the hands of someone you trust should circumstances leave you unable to make them.
Healthcare Directives
Set in stone your medical wishes for when you can no longer make them known.