Advantage Estate Plans, LLC - Surprise, Arizona

For individuals and families seeking comprehensive estate planning and financial guidance, Advantage Estate Plans, LLC emerges as a highly recommended resource. Located at 15331 W Bell Rd Ste 314, Surprise, AZ 85374, United States, and reachable at 623-257-8774, Advantage Estate Plans distinguishes itself through its multifaceted approach, combining the expertise of a paralegal services provider with that of a dedicated financial planner. The company’s commitment to inclusivity is also noteworthy, identifying as Black-owned, Latino-owned, veteran-owned, and women-owned, fostering a welcoming environment for a diverse clientele.

Key Features and Services

• Estate Planning Documents: Advantage Estate Plans specializes in the preparation and execution of various estate planning documents, including wills, trusts, powers of attorney, and healthcare directives. They meticulously tailor these documents to meet the unique needs and circumstances of each client, ensuring their wishes are accurately reflected and legally sound.
• Trust Administration: Recognizing that estate administration can be complex and emotionally challenging, the firm offers comprehensive trust administration services. This includes managing assets, paying debts and taxes, and distributing property according to the terms of the trust.
• Probate Assistance: Should a client’s estate require probate, Advantage Estate Plans provides expert guidance and support throughout the process, minimizing delays and ensuring a smooth and efficient resolution.
• Financial Planning Integration: What truly sets Advantage Estate Plans apart is the seamless integration of estate planning with financial planning. Their financial planners work closely with estate planning attorneys to develop holistic strategies that consider long-term financial goals, retirement planning, and tax optimization.
• Asset Protection Strategies: The team offers advice on asset protection techniques, helping clients safeguard their wealth and legacies from potential creditors and legal challenges.

Accessibility and Inclusivity

Advantage Estate Plans demonstrates a profound commitment to accessibility and inclusivity, going above and beyond standard business practices. The office is designed to be fully wheelchair-accessible, boasting a wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible seating, and a wheelchair-accessible toilet. Furthermore, they provide gender-neutral toilets, reflecting a progressive approach to inclusivity. The firm actively promotes itself as an LGBTQ+ friendly and transgender safe space, ensuring all clients feel comfortable and respected. This dedication to creating a welcoming environment is a significant draw for many individuals seeking estate planning services.

Client Feedback and Reputation

The company’s reputation is demonstrably strong, as reflected in its impressive 25 reviews on Google My Business. The average opinion is 5/5, a testament to the quality of their services and the positive experiences of their clients. These reviews consistently highlight the team’s professionalism, expertise, and genuine care for their clients’ needs. Clients frequently praise the clear communication, thoroughness, and personalized attention they receive. Several reviewers specifically mention the value of having both legal and financial expertise under one roof, streamlining the estate planning process and providing peace of mind. The emphasis on building strong client relationships is a core value at Advantage Estate Plans.

Background and Ownership

Advantage Estate Plans, LLC is a privately held business with a strong emphasis on community and ethical practices. The firm’s ownership reflects a commitment to diversity and empowerment, identifying as Black-owned, Latino-owned, veteran-owned, and women-owned. This diverse ownership structure contributes to the firm’s unique perspective and commitment to serving a broad range of clients. The team's experience and expertise are built on a foundation of professional certifications and ongoing education, ensuring they remain at the forefront of estate planning and financial planning best practices. Their dedication to providing exceptional service, combined with their inclusive environment and impressive client feedback, makes them a trusted partner for individuals and families navigating the complexities of estate planning.

Contact Information and Website

Interested individuals can easily connect with Advantage Estate Plans through the following channels:

• Address: 15331 W Bell Rd Ste 314, Surprise, AZ 85374, United States
• Phone: 623-257-8774
• Website: https://advantageestateplans.com/

In conclusion, Advantage Estate Plans, LLC provides a valuable combination of legal and financial expertise within a welcoming and inclusive environment. Their dedication to client satisfaction, combined with their commitment to diversity and accessibility, positions them as a leading provider of estate planning services in the Surprise, Arizona area and beyond.