Our story

Estate Pro 360 was built on a simple but powerful belief — that every American deserves access to clear, trustworthy estate planning guidance, regardless of their background or financial situation.

Our team brings over 30 years of combined experience in financial services, having worked with major institutions including Chase, Wells Fargo, and US Bank. That depth of experience gives us a unique perspective on what families truly need when it comes to protecting their legacy — and what has historically been missing.

After years of working alongside industry professionals, our founders noticed a consistent gap in the industry. While estate planning services existed, many professionals struggled to fully deliver them to their clients — not for lack of desire, but for lack of time and proficiency. Guiding someone through the estate planning process requires patience, mastery, and a hands-on commitment that busy professionals, managing full client rosters, often couldn't provide.

That's exactly where Estate Pro 360 comes in.

We exist to fill that gap — and we do it through our one-of-a-kind Side-by-Side approach. Rather than handing clients a stack of documents and leaving them to figure it out alone, we sit down with each person and build their estate plan together, in real time. It's a transparent, collaborative process where clients see exactly what's being created, ask questions as they arise, and walk away with a completed plan they truly understand and feel confident about.

Through a valued partnership with a like-minded non-profit organization that shares our commitment to making estate planning accessible, we work alongside a trusted network of industry professionals to deliver free educational workshops and personalized follow-up meetings to families across the country. Together, we provide real insights, meaningful guidance, and direct access to leading estate planning platforms — serving clients in all 50 states.

Because everyone deserves a plan. And everyone deserves someone in their corner to help build it.