At Advisor Centric Trusts, our mission is to connect financial advisors/professionals with collaborative attorneys to provide quality and affordable estate plans for clients. Member firms are selected after extensive due diligence. Minimum requirements are: specialization in estate planning (including business and elder law); 10 years experience; professional support staff; and membership in a recognized legal organization such as the WealthCounsel.
Current states: CA, IA, KS, MN, MO, MT, ND, NE, NY, TX
We specialize in estate planning and offer a comprehensive range of services, including drafting wills and trusts, probate administration, and asset protection. Our team has extensive experience in this field and can help you navigate even the most complex legal issues.
We focus on estate planning, elder law, and charitable planning, our disciplined, collaborative process ensures that we guide you in creating a plan that works for you. Our clients range from young families requiring basic estate plans, to farmers and ranchers seeking to preserve their wealth and pass it on to the next generation, to families worried about the high cost of nursing home care.
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All legal services are provided by member firms.