



DON’T LEAVE A LEGAL MESS,
LEAVE A LEGACY.
Estate planning is more than just drafting a will; it’s about safeguarding your assets and ensuring they are distributed according to your wishes. Start with a PWA to eliminate uncertainty and secure your family's future.
Features | PWA | The Other Guys |
---|---|---|
$795 | $3,000+ | |
Unlimited revisions at no extra charge | ✓ | ? |
Full access for you to make edits as needed | ✓ | ? |
Modern, up-to-date processes and technology | ✓ | ? |
Personalized consultations to discuss your goals | ✓ | ? |
Assistance in funding your trusts for maximum protection | ✓ | ? |
A secure client portal for convenient access to your documents | ✓ | ? |
Extensive network of vetted lawyers and law professionals | ✓ | ? |
Revocable/Irrevocable Trust, Last Will & Testament, Pour-over Will, Powers of Attorney, Health Care Directive, Guardianship Nominations, & MORE | ✓ | ? |
Features | PWA |
---|---|
$795 | |
Unlimited revisions at no extra charge | ✓ |
Full access for you to make edits as needed | ✓ |
Modern, up-to-date processes and technology | ✓ |
Personalized consultations to discuss your goals | ✓ |
Assistance in funding your trusts for maximum protection | ✓ |
A secure client portal for convenient access to your documents | ✓ |
Extensive network of vetted lawyers and law professionals | ✓ |
Revocable/Irrevocable Trust, Last Will & Testament, Pour-over Will, Powers of Attorney, Health Care Directive, Guardianship Nominations, & MORE | ✓ |
Features | The Other Guys |
---|---|
$3,000+ | |
Unlimited revisions at no extra charge | ? |
Full access for you to make edits as needed | ? |
Modern, up-to-date processes and technology | ? |
Personalized consultations to discuss your goals | ? |
Assistance in funding your trusts for maximum protection | ? |
A secure client portal for convenient access to your documents | ? |
Extensive network of vetted lawyers and law professionals | ? |
Revocable/Irrevocable Trust, Last Will & Testament, Pour-over Will, Powers of Attorney, Health Care Directive, Guardianship Nominations, & MORE | ? |
CALL US TODAY
Prospect Estate Planning, LLC is an estate planning firm in Arizona and does not provide financial advisory services. Prospect Estate Planning, LLC’s principals are Chris Bowman and Jon Floyd who are also principals of Prospect Wealth Advisors, LLC.
Prospect Wealth Advisors, LLC does not provide legal services. Prospect Estate Planning, LLC and Wealth.com, LLC have entered into arrangements in which Prospect Estate Planning, LLC refers clients with financial advisory needs exclusively to Prospect Wealth Advisors, and Prospect Wealth Advisors refers clients with estate planning legal needs exclusively to Prospect Estate Planning, LLC. Legal services are provided by Wealth.com, LLC. Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC is not affiliated with either entity
CALL US TODAY
Prospect Estate Planning, LLC is an estate planning firm in Arizona and does not provide financial advisory services. Prospect Estate Planning, LLC’s principals are Chris Bowman and Jon Floyd who are also principals of Prospect Wealth Advisors, LLC.
Prospect Wealth Advisors, LLC does not provide legal services. Prospect Estate Planning, LLC and Wealth.com, LLC have entered into arrangements in which Prospect Estate Planning, LLC refers clients with financial advisory needs exclusively to Prospect Wealth Advisors, and Prospect Wealth Advisors refers clients with estate planning legal needs exclusively to Prospect Estate Planning, LLC. Legal services are provided by Wealth.com, LLC. Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC is not affiliated with either entity
602-807-1411 • 17851 N 85th St, Suite 275, Scottsdale, AZ 85255
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Prospect Wealth Advisors are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.