No-Cost Estate Summary
We organize your estate into a no-cost summary with values and insights, then coordinate with your attorney.
Schedule Your Planning ConsultationDon't know where to start? We take the complexity out of preparing, so you walk into your attorney meeting informed.
Important: We are not attorneys and do not provide legal advice or create legal documents. We organize your estate information and coordinate with your existing attorney, or connect you with qualified estate planning attorneys in your area.
Assets, property, accounts & policies, all organized
A clear total to share with your attorney
Designations checked across all accounts
Observations that guide attorney discussions
We connect you with qualified attorneys if needed
Completely free, with no obligations
A no-obligation conversation about your goals.
We compile assets, accounts, and beneficiaries into one document.
Values, structure, and insights, at no cost.
Yours, or one we help you find in your area.
We keep your summary current as life changes.
The information provided on this website is for educational and informational purposes only and does not constitute legal advice. McDonald Financial and Insurance Services, Inc. does not employ attorneys and does not receive compensation from any law firms or legal professionals. We are not a law firm and do not provide legal services.
Estate planning involves complex legal considerations that vary by state and individual circumstances. The completion of any estate planning documents must be done by a qualified attorney licensed in your jurisdiction. Our services are designed solely to help you organize your thoughts and information in preparation for consulting with a licensed attorney.
Nothing on this website should be construed as creating an attorney-client relationship. For legal advice regarding your specific situation, please consult with a qualified estate planning attorney in your area.
Three quick steps. No obligation, no cost, no pressure.