Does your Estate Plan have Liquidity Upon Death?

About Us and What We Do.

Estate Expenses
Estate Planning
Estate Bills
Bills
Expenses
Problem Solving

With over 25 Years of Experience in the Industry, Final Expense Pro LLC makes Estate Planning Easy. What is not easy, is making it liquid upon Death. All financial accounts are frozen upon death. It can take 2 to 6 weeks for your Trustee, Executor, or beneficiary to have access to these funds. Even worse, if it involves probate as it can take 6 months or more. this additional time can effect timely Burials or cremations, Flights and expenses for the Trustee/executor, and other estate expenses such as a mortgage, car payments, taxes, utilities, etc. 

At Final Expense Pro, We Created a Simple Solution.

Estate Planning
Estate Solutions
Planning
Solutions
Problem Solving
Simple Solutions
Simple Planning

We have Several different accounts you can set up to resolve this problem. Here are just some of the benefits these accounts can do for you:


  • Account paid to Trustee, Executor, or Beneficiary within 24 hours. 
  • No Death Certificate Required.
  • Protected from Lawsuits and Creditors. 
  • Protection from Medicaid up to $15,000, even if your in a Nursing Home.
  • Protection from Nursing Homes on accounts over $15,000 after 5 years. 
  • Can be used as Specific Gifts for Significant Others, Donations, Grand Children Etc. without the Trust.


Accounts even earn competitve rates!!


$5,000 to $24,999 Earns 1.25% Interest

$25,000 ro $49,999 Earns 1.75% Interest

Over $50,000 Earns 2.25% Interest.


All Tax Free to the Trustee, Executor, Or Beneficiary!

We are not just about Estate Planning and Estate Expenses!

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We Also have another business that can help with your Investments. Some of those things are:


  • Guaranteed Income Planning
  • Tax Free Income Planning
  • Principle Protection
  • Tax Deferred Investments
  • Asset Protection
  • Wealth Transfer