Company Information

Get to know Estate Planning Specialists

Estate Planning Specialists, LLC is a law firm dedicated to helping individuals and families plan for the transfer of their assets. Their mission is to provide customized estate planning solutions that reflect their clients' unique goals and values, ensuring their legacy is protected and passed on as intended. The firm focuses on creating legal documents such as revocable living trusts, wills, and powers of attorney, and also provides legal counsel for probate and trust administration after a death.

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Financial Legal ServicePRIMARY
Financial Other Service

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Estate Planning Specialists

United States

Founded in

1988 (38 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.