About Estate Plan Services — Nationwide Document Preparation Since 1988
Harness decades of expertise in personalized estate solutions safeguarding assets across generations effectively.
Distinguished Estate Services
Estate Plan Services is a national estate document preparation firm, dedicated to safeguarding your legacy. Through our professional drafting and secretarial services, we help families work toward avoiding probate and a seamless transition of assets. Our commitment is reflected in custom-prepared wills and trusts, carefully tailored to each client's unique situation. By doing so, we help families protect and nurture generational wealth. Contact us to secure your future today.
Purpose-Driven Strategic Estate Solutions
Our mission is rooted in empathy and precision, offering strategies that resonate with the unique financial and familial landscapes of our clients. We offer insights into tax savings, preserving wealth not just for you, but for future generations. Engage with us to discover how individualized attention can make a difference. With the highest standards of confidentiality and professionalism, you and your estate are in trusted hands.
Experience-Driven Estate Planning Story
Our story began in 1988 with a quest to navigate financial and estate planning for our own families. This fueled years of learning and practice in estate document preparation. Now, we leverage this depth of personal and professional experience for your benefit. We prepare documents carefully tailored to your specific circumstances and choices. If these strengths resonate with your needs, consider working alongside us for estate document preparation rooted in real-world experience.
Minimize Estate Taxes
Implement strategies to reduce taxes and maximize the value of your estate.
Secure Your Assets
Design customized strategies to safeguard your wealth for years to come.
Simplify Your Plan
Receive expert guidance to streamline your estate plan and avoid complications.
The Experts Guiding Your Future
Gary Ward
Principal
Gary Ward brings decades of experience in estate planning, having managed a Family Office for many generations of the families he served. His expertise spans both foundational and advanced estate planning techniques, offering clients tailored solutions to preserve wealth and secure their family's future.
Darlene Munson
Principal
Darlene Munson specializes in creating enduring legacies through thoughtful estate planning. Her work focuses not only on wealth transfer but also on preserving assets in the face of long-term illness or disability. With her expertise, families can build a strong foundation for future generations, ensuring peace of mind for both clients and their heirs.