Prepare for the Unexpected
Protect your assets and provide peace of mind for your loved ones.
Plan Ahead with Professional Trust and Will Packages
At The Excalibur Agency, we specialize in making estate planning simple, affordable, and stress-free. Whether you’re looking to create a comprehensive trust or a straightforward will, our Trust and Simple Will Packages provide everything you need to ensure your wishes are honored and your loved ones are taken care of.
Why Choose Us?
Expert Estate Planning Professionals
Our experienced team is committed to providing high-quality, legally binding trust and will documents that reflect your exact needs.
Customized Packages
Choose from our Trust or Simple Will Packages, tailored to your unique situation. We take the time to understand your goals and craft the right solution for you.
Fast & Affordable
We provide quick and affordable estate planning solutions with clear pricing, so you can get your estate documents without breaking the bank.
Confidential & Secure
Your privacy is our priority. We ensure all your personal and financial information is handled securely and with confidentiality.
Support at Every Step
rom start to finish, our team is here to help. We offer ongoing support to ensure your estate planning is always up-to-date.
Our Packages
Simple Will Package
A straightforward solution for those who want a simple, legally-binding will. This package ensures your assets are distributed according to your wishes, and your loved ones are provided for.
Trust Package
Our Trust Package offers a comprehensive estate planning solution. Avoid probate, ensure privacy, and make sure your assets are distributed according to your wishes, without court interference.
OWNER / Attorney
Scott Nelson
J.D., LL.M., CFP
Scott Nelson, an attorney and lifelong financial services professional, has combined his financial services expertise with his legal experience to create The Excalibur Agency. He is dedicated to adhering to the tenants of: Integrity, Transparency, and Choice for our clients in order to provide debt-elimination services to individuals, families, business owners, and anyone else that strives to pay off their debt in the best manner possible.
Boston University School of Law, LL.M
Drake University Law School, J.D.
Southern Methodist University, BBA
TESTIMONIALS
What others are saying
“The Trust Package was perfect for my needs! I feel confident knowing my estate is protected and that my family won’t have to go through probate.”
– Rachel T.
“I was overwhelmed by all the options out there, but Scott made the entire estate planning process clear and affordable. I went with the Simple Will Package and now feel at ease knowing my family won’t have to deal with unnecessary complications.”
– David L.
“I’m so glad I chose Excalibur Agency for my estate planning. The Trust Package was perfect for my needs. I was able to avoid probate and protect my assets in a way that feels secure and organized. Their team was professional and supportive the whole way through.”
– Jennifer M.
Plan for the Future Today!
Don’t wait to protect your legacy. Choose the Trust or Simple Will Package that’s right for you, and let’s get your estate plan in place. Click below to schedule a free consultation or get a quote now!
Copyrights 2024 | The Excalibur Agency | Privacy Policy