Smart Estate Planning in Oregon
Smart estate planning is now included in our family financial planning package! Additionally, these clients will have access to our Smart Estate Planning document creation platform where documents can be crafted with T. Mann Financial's assistance and then reviewed by estate planning attorneys for an additional fee. At T. Mann Financial, we are fiduciaries, not attorneys and receive no compensation from attorneys for this service.
3. Ongoing Support
Support for funding, document storage, sharing, and updating
Step 1. Estate Planning
T. Mann Financial leverages industry leading tools aiming to build a structured estate planning framework, beginning with a thorough discovery process to align strategies with your goals, assets, and family dynamics.
We start with Discovery
With good data we can Project Estate Flow
Next comes Strategizing and Documents
With a clear picture in place, we work together to evaluate estate planning strategies that align with your goals, family dynamics, and long-term vision.
This may include exploring options around wealth transfer, tax efficiency, charitable giving, and legacy planning. By modeling different scenarios and discussing trade-offs, we aim to help you make confident, informed decisions before moving into the document creation phase.
Step 2. Document Creation
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.
Compare Estate Planning Costs
Get Attorney-approved Documents
included with all T. Mann Family Plans*
Revocable Trusts
A legal document where an individual places their assets under the control of a trustee, which can be altered or revoked by the grantor during their lifetime.
$699
(Paid to Attorney)
Healthcare POA
A legal document that outlines an individual's preferences and instructions for medical treatment and care in the event they are unable to communicate or make decisions for themselves.
Included with Financial Planning
Last Will & Testaments
A legal document that outlines an individual's wishes regarding the distribution of their assets and the care of their dependents after their death.
$249-Individual, $498-Married
(Paid to Attorney)
Real Estate Retitling
involves changing the ownership structure or title of a property, often for reasons such as estate planning, asset protection, or investment strategy.
$199 per property
(Paid to Attorney)
Financial POA
A legal document that grants someone the authority to make decisions or take actions on behalf of another person, typically in financial or legal matters.
Included with Financial Planning
A legal document that allows individuals to provide financial support for a person with disabilities without jeopardizing their eligibility for government assistance programs.
$699
(Paid to Attorney)
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.
Step 3. Ongoing Support
T. Mann Financial provides ongoing support aiming to help ensure your plan is properly funded, securely stored, easily shared, and regularly updated as your life evolves.