Giving back through life-changing experiences.

Together we can make Legacy Planning Easy.

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Our History

Our History

Seeing a need for energetic, nonprofit work in this area, we formed our organization to provide sensible solutions. We've consistently grown since then, all thanks to the helping hands of amazing communities throughout America!

Our Mission

Our Mission

The mission of The eState Planning Foundation is to support educational, charitable, scientific, and religious organizations and activities through financial and estate planning literacy.
We also provide scholarships to qualified individuals.

Our Team

Our Team

Our amazing team of educational Insurance and Financial Advisors deliver information to the underserved demographic labeled the "mass affluent" at libraries and community centers around the US.

If you have a passion for empowering your local community to take action around their estate and legacy planning needs, please reach out to learn how to become a part of our organization.

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Programs We Support

MidWest Food Bank 

Food justice is an important part of community justice. We take donations from local businesses and use them to fight hunger. Help us connect with donors and with people in need.

The AZ heart foundation 

The Arizona Heart Foundation School of Cardiac & Vascular Ultrasound is educating tomorrow’s sonographers. Ultrasound imaging is one of the most effective ─ and least expensive ─ methods of detecting heart disease.  We need volunteers who would like to come in and receive a complimentary ultrasound screening administrated by our students, who are monitored by our instructors, and physicians.  This will help give our students real life practice in checking for heart disease.

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Find More ways to help!

A nonprofit is only as strong as the community that holds it up. Together, we can do more than we can do alone. Let's bring our abilities and passions together to affect real change.

There are many ways to join us and support our mission. Contact us to find out more about volunteer opportunities, fundraising events, and ways to share our message with your friends and family.

The Estate Planning Foundation

940 Southwood Blvd., Ste 201 Incline Village, NV 89451 – 7401

Hours of Operation

Monday to Friday from 9:00AM to 5:00PM