Estate Directory Service
Estate not organized? We can fix that!

Making the process of estate planning and settlement as simple as possible
Let’s face it, estate planning and settlement can feel overwhelming. That's why our goal is to make the process of writing your Will, setting up your Trust, or settling a loved one's estate as simple and straightforward as possible.
Helpful answers to some of the most common and quirky questions around estate planning, so you can be confident in your decisions.
Estate Planning Learning Center

Trusts
What you need to know about a Living Trust vs Revocable Trust in Estate Planning... and more!

Probate
Whether you want to be in control, have someone help you, or get support from an attorney, various plans let you choose how you engage with the process.

Estate Planning
How to create your own Digital Estate Plan ~ How to Probate a Will without a Lawyer ~ What an Executor needs to know.
Neither PlanMember Securities Corporation nor Behm Financial are responsible or liable for any products or services offered by this website or Trust&Will and is not affiliated or registered with PlanMember Securities Corporation. Any information provided by this organization is provided entirely independently of PlanMember Securities Corporation and is not related or endorsed by PlanMember Securities Corporation or it's registered representative.