Stress Test
Tools To Help You Plan Smarter.
Explore practical estate planning tools designed to help you identify potential gaps, organize your plan, and better understand the potential cost of probate.
Discover Potential Gaps In Your Estate Plan.
Anthony Jacobs Financial, LLC works with ePIC Services Company to provide a simple estate planning assessment designed to bring greater awareness to potential gaps in your estate and legacy plan.
Complete the short stress test to help identify areas that may deserve additional attention and better understand what your next planning priorities may be.
Build And Maintain Your Estate Plan With eStatePlan™.
eStatePlan™ is a secure, cloud-based estate planning and medical preparedness system designed to help families organize important planning information.
Keep documents organized, maintain your plan, and make important information available to the people you designate.
Estimate The Potential Cost Of Probate.
Probate can be expensive, time-consuming, and different in every state. Court fees, attorney costs, and delays can reduce the value of an estate while families wait for resolution.
Use the probate calculator to explore a personalized estimate and better understand why proactive estate planning can matter.
Better information can make important estate planning conversations easier to navigate.