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Smart Estate Planning

We offer access and support to our financial planning clients to match their needs with estate planning attorneys. ​ At T. Mann Financial, we are fiduciaries, not attorneys and receive no compensation from attorneys for this service.

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Ongoing Support and Maintainance

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We help you navigate creating tailored legal documents

Support for funding, document storage, sharing, and updating

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A Smart Estate Planning Platform

T. Mann Financial utilizes Estate-Guru's digital estate planning platform to help you develop an estate plan and produce sound legal documents by connecting you to local attorneys via the platform.

Smart Platform

Get Attorney-approved Documents
included with T. Mann Financial Family and Business Plans*

Revocable Trusts


(Paid to Attorney)

Healthcare Directives

Included with Financial Planning*

Last Will & Testaments

$249-Individual, $498-Married

(Paid to Attorney)

Real Estate Retitling

$199 per property

(Paid to Attorney)

Powers of Attorney

Included with Financial Planning*

Special Needs Trusts


(Paid to Attorney) 

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How it Works in 5 Easy Steps

1. Simple Questionnaire

2. Select the Estate Plan for You

3. Attorney Review

4. Sign & Notarize Documents

5. Store and Share Documents

Estate Planning Client Disclosure

1) The attorney assigned to your file is practicing law via the online estate planning software known
and disclosed to us as Estate Guru, LLC.
2) If your situation is deemed by the attorney to be too complex, Estate Guru, LLC. may not be able to complete your documents using the online platform/tool and the assigned attorney will contact Estate Guru to discuss the complexities and determine the best way to move forward.
3) You will be under no obligation to complete your estate planning documents using either the
Estate Guru, LLC. platform/tool or the assigned Estate Guru attorney.
4) Neither your advisor nor the person(s) assisting you at Estate Guru, LLC. are attorneys.
5)You have been encouraged to seek in-person legal counsel if at any time you become
uncomfortable with this process.
6) Fees paid to Estate Guru, LLC. and/or our financial advisor include but are not limited to the
following: a) Payment of the attorney, b) Preparation and shipment of our documents, c) Non-legal assistance in navigation of the online interview, entry of our data and answers to the, interview questions., d) Non-legal assistance in the funding of our trust if applicable, e) Setup, training and ongoing support for use and access to our documents via our online dashboard which contains our estate planning documents.
7) The definition of “Funding” is: the transferring of ownership of an asset(s) to our trust.
8) You understand that the funding and execution of your estate plan is your responsibility.

How it works
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