Watch this short clip above and learn more about our Proprietary Process we call our "90 in 90 FORMula"

Carter Wilcoxson Founder | CEO

As a visionary leader, Carter Wilcoxson created the exclusive Advisor Partner Platform to bring together advisors and consumers by providing mutually beneficial solutions.

Jennifer Surmacz | Network Attorney

In her role, Jennifer uses her experience in Estate Planning, Probate, Contracts, and other legal disciplines to review each eStatePlan™ file and collaborate with the eStatePlan™ team to ensure compliance with the client’s goals, objectives, and wishes.

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