About Us

Estate Pro 360 has been proudly serving clients for the past two years. Our team brings over 30 years of combined experience in financial services, having worked with major institutions including Chase, Wells Fargo, and US Bank.

During his time in the industry, Mitch, Founder of Estate Pro 360, observed a key gap: while financial advisors had access to estate planning services, many hesitated to fully utilize them for their clients. The primary reason? Advisors were often unable to invest the significant time needed to guide clients through the process effectively.

Recognizing that guiding clients through estate planning is precisely our area of expertise, Estate Pro 360 was created to offer a dedicated, hands-on service. We discovered a valuable non-profit organization that collaborates with financial advisors to deliver estate planning knowledge and resources to the broader population—we loved their mission.

We partnered with this non-profit and aligned with their network of financial advisors to deliver educational workshops and personalized follow-up meetings. Through these sessions, we provide insights, guidance, and direct access to leading estate planning platforms tailored for our clients across all 50 United States.