Bringing Clarity, Confidence, and Completion to Your Estate Planning
At Mundell Estate Planning, our purpose is simple:
to bridge the gap between families and attorneys and ensure your essential legal documents are properly completed, up to date, and easy to understand.
With more than 30 years of experience working with retirees and families, we’ve seen one mistake occur time and time again — estate and legal documents that are incomplete, incorrect, or never done at all.
Unfortunately, this is one of the most common (and costly) oversights in both financial and estate planning.
Why Estate Planning Often Falls Through the Cracks
Traditionally, clients are referred to an attorney and sent home with a lengthy packet of questions to complete on their own. While well-intentioned, this process often becomes overwhelming.
Many of the questions don’t apply to every family. The paperwork feels complex, time-consuming, and confusing — and as a result, many clients never move forward.
When we later meet with clients for ongoing reviews, we often discover their documents were never completed, simply because the process felt too daunting.
We knew there had to be a better way.
A Simpler, Guided Approach — Done With You, Not Sent Home With You
Mundell Estate Planning has created a unique working relationship with experienced estate planning attorneys across multiple states.
Instead of sending you home with paperwork, we gather the information together with you, step by step, using secure estate planning technology. From there:
- Your information is provided directly to an assigned attorney
- You’ll have multiple points of contact with that attorney, including emails and direct communication
- Your documents are professionally prepared based on your family’s specific needs
- Documents are delivered to us for execution
- We coordinate witnessing and notarization as needed
Our goal is to remove the overwhelming parts, eliminate delays, and ensure completion.
Saving You Time — and Money
Based on our decades of experience, we know that estate planning costs can sometimes be unexpectedly high.
Because Mundell Estate Planning handles the information gathering, coordination, and execution, we’ve been able to negotiate reduced attorney rates on behalf of our clients.
The result?
✔️ Properly prepared legal documents
✔️ A streamlined, guided process
✔️ Meaningful cost savings
✔️ Confidence that nothing was missed
Essential Documents Every Family Should Have
Most families need the following foundational documents:
- Power of Attorney
- Power of Attorney for Health Care
- Living Will
- Last Will and Testament
- HIPAA Authorization
For more complex situations — such as probate avoidance, asset protection, or blended families — a Trust may be appropriate. The assigned attorney will guide the recommendations based on your specific situation.
Ongoing Peace of Mind With Our Maintenance Plan
Life changes — and your estate plan should keep up.
That’s why Mundell Estate Planning offers a maintenance plan to help ensure your documents stay current as your life, family, and goals evolve.
Estate Planning Done Right — From Start to Finish
At Mundell Estate Planning, we don’t just refer you out —
we walk alongside you through the entire process, from initial conversation to signed documents.