Why Choose KPP Financial for Estate Planning?
KPP Financial partners with Trust & Will to deliver the following:
Free Estate Plan for Clients
As part of our financial planning process, every client receives a complimentary estate plan, created in partnership with Trust & Will—a leading provider of online estate planning technology.
Expert Guidance and Support
Our team of experienced advisors works closely with you to create a personalized plan that reflects your unique wishes and family needs. You’ll have access to expert estate planning assistance throughout every step.
Easy Online Process
With Trust & Will’s user-friendly platform, you can create, update, and manage your estate plan from the comfort of home. Our online estate planning process is designed for convenience and peace of mind.
Privacy and Asset Protection
Trusts established through Trust & Will help you avoid the public probate process, keeping your estate details confidential and your assets protected.
Flexible Asset Distribution
Set specific conditions for how and when your assets are distributed to beneficiaries, ensuring your legacy is managed exactly as you intend.
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Get Started with Your Estate Plan Today
Ready to protect your wealth and provide for your family’s future? Contact KPP Financial to learn more about our estate planning services and how we can help you create a secure legacy with our Trust & Will partnership.
Estate Planning for Families and Individuals
Whether you’re looking for estate planning for families with children, retirees, or business owners, KPP Financial provides tailored solutions to fit your needs. Our estate planning checklist makes it easy to get started, and our partnership with Trust & Will ensures clear estate planning pricing and 24/7 support.