Integrity - Transparency - Choice
Call Us Today!
Location: All 50 States
Providing State-Of-The Art Estate Planning Documents that are valid in every state.
Call Us Today!
Location: All 50 States
Providing State-Of-The Art Estate Planning Documents that are valid in every state.
Scott M. Nelson, J.D., LL.M., CFP®
Scott Nelson has spent the majority of his career in the estate planning field helping individuals, families, and business owners understand their choices. As owner of The Excalibur Agency, Scott prides himself on being able to first, educate his clients on the estate planning process and then, what their options are after consulting with them regarding their unique circumstances.
Mr. Nelson earned his LL.M. (Masters of Law - Taxation) from Boston University School of Law, his J.D. from Drake Law School, and his B.B.A. from Southern Methodist University. He received his CFP (Certified Financial Planner) designation in the year 2000.
PROCESS
We specialize in providing estate planning and documents custom tailored to your unique circumstances and needs.
FREE CONSULTATION
We do not think you should have to pay for your consultations and proudly provide these at no charge.
We start our process explaining your document choices in the broad and ever changing market today.
Then based on our confidential conversations, we show you and your family what we think your best options are for preparing and then executing those documents.
FAST DOCUMENT PREPARATION
Within hours of our comprehensive interview process, we can have delivered your total Estate Plan Document Portfolio for review.
Going on a trip? Experiencing a health concern or impending operation? Concerned about asset protection for loved ones?
We can have a plan prepared within hours.
PERSONAL DOCUMENT REVIEW
While we pride ourselves in trying to prepare our documents without unnecessary "legalese" , sometimes we just can't help ourselves. Once we send you the drafts of your planning documents and they look good, we can generate the final documents. If you have questions, we will schedule a personal review and answer any and all questions until you are satisfied that we have met your objectives.
FOLLOW THROUGH
Once you have signed your documents, had them witnessed and notarized, you are only half way to completing your plan.
It is critical that you fund your trust in order to avoid probate and the unnecessary costs associated with it so we are committed to following through with you until that critical step has been completed.
DOCUMENTS
REVOCABLE LIVING TRUST
The centerpiece of your Estate Planning Portfolio. The trust is completely under your control and when properly funded, avoids the delay and costly process of probate.
CERTIFICATE OF TRUST
Primarily for providing evidence to brokers, bankers, account managers, etc., about certain facts concerning your trust. This document helps protect your privacy by not disclosing the full details of your trust.
POUR-OVER WILL
Technically a "Pour Over Will" included in your documents is used in conjunction with a Revocable Living Trust and transfers anything you own that has not been transferred to your trust prior to your death into your Trust.
DURABLE POWER OF ATTORNEY
A Power of Attorney will give your appointed agent the power to make certain financial decisions on your behalf when you are unable to do so.
HEALTH CARE AGENT POWER OF ATTORNEY
This document allows your appointed agent(s) to make important health care decisions for you in the event of your incapacitation. Also included is a Durable HIPPA Statement.
The Durable HIPPA Statement grants an exception to the privacy restrictions of the HIPPA law to allow for personal information to be provided to the Agents you have appointed so they can make an informed decision regarding your medical care.
LIVING WILL
A Living Will and Advanced Health Care Directives allow you to determine how you want medical care administered if you have a terminal illness or are in a comatose state. If such a condition should happen to you, these instruments will serve to give notice to medical professions your wishes (such as if you desire whether or not to be kept alive by artificial means).
DIGITAL ASSET POWER OF ATTORNEY
This document allows the access and control over your digital assets such as your Social Media accounts, after your death.
QUIT CLAIM DEED
We provide a Quit Claim Deed to help facilitate the funding of your Revocable Living Trust with your real estate assets.
OPTIONAL SERVICES
COMPREHENSIVE FUNDING KIT
Your Trust is like an empty basket. You must fill this basket with your assets by transferring them into the Trust. This process is called "Funding". To avoid probate, it is vital to fully fund your trust once completed, so we have developed a online Funding Kit to help you through the process of moving your assets into the Trust.
ONLINE DOCUMENT VAULT
Your Estate Plan Portfolio also includes an encrypted document vault "in the cloud" which serves as a secure online document safety deposit box.
UNLIMITED ACCOUNT ACCESS
Your vault provides convenient 24/7 access to a repository for your important documents. You can remove or add documents, letters, videos, and share those documents with important advisors and loved ones.
UNLIMITED UPDATES AND CHANGES
This is perhaps the best overall value option available today. Keep your trust up-to-date at no additional charge. When new assets acquired, or existing assets are sold, log into your account to update your funding. Unlike other solutions there is no "change fees" as long as your account is active, you can log in and access this feature.
BENEFITS
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EASY: BUILT FOR YOU AND ME
We understand the frustration with "legalese". It is an unnecessary barrier between you and your plan. We work in plain english just like you! Simply answer our step by step interview process and we will explain specific terms unique to estate planning documents. You do not need prior experience to let us build a plan customized to you.
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AFFORDABLE
Our process saves you money by spreading the cost of hiring expert estate planning attorneys across thousands of users. Plus FREE updates with and active account. We believe everyone should have the best and most up to date estate plan, so we never charge when you make changes.
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FAST: NO MORE WAITING
No more waiting week or months for your completed Estate Plan. Our unique process allows you to complete your documents quickly and easily in the comfort of your home at your computer or phone. You can download your complete plan including your Will and Revocable Living Trust in a matter of minutes after you finish.
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FLEXIBLE
Our documents are prepared by estate planning attorneys with decades of experience helping thousands of clients nationwide. Every family situation, asset class, and bequest options is at your fingertips. Our process allows you to build what you want and keep you in control.
Contact Us
If you don't have a plan, the government does!
If you don't have a plan in place, the government has a "one-size-fits-all" plan they will impose on you. This plan is slow, unnecessarily expensive, and completely public.
Don'e let this happen to you and your family. Get a plan in place to protect your family, your assets, and your peace of mind.
Client Testimonials
What a great experience!
" I really appriciate your patience and thoroughness through this process. You have helped me understand what I need to do.
A. Clarke
I couldn't help it, I price checked.
" I will admit it, I am pretty frugal. There are so many options out there and at so many different prices. Mr. Nelson helped me feel comfortable when faced with overwhelming amounts of data. We chose The Excalibur Agency and are happy we did".
James from California
Thank you!
" Thank you! If it wasn't for you, we would never had our plan completed before my husband's heart attack."
Jan from Connecticut
My family thought I had already done this.
" I kept saying to myself that we were going to get this done. But life just kept getting in the way. Once we realized the true benefits of having a revocable trust, we finally got it done!"
Richard from Kansas City
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