Estate Planning for Advisors

2021 Attorney-Quality Estate plan for Advisors

Did you know: 47% of Americans say they need an estate plan but haven’t gotten around to it?

At Atlas Financial Advisors, Inc. we enable Financial Advisors to coordinate the information needed to complete an Attorney-Quality Estate plan.
Our software and estate planners deliver attorney-quality documents at a fraction of the price while driving substantial revenue to the Advisor!

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Fill out our online form to connect with us on how to build your first plan for FREE -- No obligation!

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Estate Planning for Advisors Form

Learn how our Attorney-Quality Estate Plan can impact your firm!

We enable Financial Advisors to coordinate the information needed to complete an Attorney-Quality Estate plan.

A partnership with Atlas will impact an Advisor’s practice in 3 powerful ways:

Coordinating an estate plan and trust as part of a comprehensive financial planning process creates more value for the client
96.3% of a client’s assets leave the practice after the passing of the second spouse. Atlas Financial enables advisors to serve as the center point for legacy conversations. Creating deeper relationships with the next generation
An attorney normally charges thousands of dollars to complete estate plans and trusts. With Atlas, our software and estate planners deliver attorney-quality documents at a fraction of the price while driving substantial revenue to the Advisor. To maximize peace of mind, every plan is carefully reviewed by one of our experienced estate planners or attorneys. We also provide full training and support to make sure every Advisor is comfortable each step of the way.

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Each new account can build their first plan for FREE – No obligation!
At Atlas, we’re raising the bar for top-quality and profitable financial planning and advice relationships

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© 2025 Atlas Financial , LLC (AFL). All rights reserved. Advisory services offered by Atlas Financial, LLC a registered Investment Advisor. This website is solely for informational purposes. Investing involves risk and possible loss of principal capital. Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets. AFL and its financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy.