Welcome to EstatePlanResources.com, your one-stop-shop for all your estate planning needs. We are a team of experienced legal and financial professionals dedicated to providing you with the information and resources you need to create an effective and comprehensive estate plan.
Our mission is to help individuals and families navigate the complex world of estate planning with ease and confidence. We understand that planning for the future can be a daunting task, which is why we have created an online platform that makes the process simple and straightforward.
At EstatePlanResources.com, we offer a wide range of tools and resources, including articles, guides, and interactive tools, to help you understand the different aspects of estate planning. Whether you are just starting or need to update your existing estate plan, we have everything you need to get started.
We take pride in the quality of our services and the expertise of our team. Our legal and financial professionals have years of experience in estate planning and are dedicated to helping you achieve your estate planning goals. We also understand that each individual’s situation is unique, which is why we offer personalized support and guidance tailored to your specific needs.
We are committed to providing our clients with exceptional service and support throughout the entire estate planning process. Our user-friendly platform, combined with our team’s expertise, makes it easy for you to create an estate plan that meets your unique needs.
Thank you for choosing EstatePlanResources.com as your trusted partner in estate planning. We look forward to working with you to secure your future and protect your legacy.
Meet The Estate Plan Resources Team
Callie Lucero – Founder and CEO – Callie is the founder and CEO of EstatePlanResources.com. She has over 15 years of experience in the legal industry and has specialized in estate planning for the last 10 years. Callie is a licensed attorney and a certified financial planner. She founded EstatePlanResources.com with the goal of making estate planning accessible and affordable for everyone.
Tyron Winters – Chief Technology Officer – Tyron is the Chief Technology Officer at EstatePlanResources.com. He has over 20 years of experience in software development and has led several successful technology startups. Tyron is responsible for developing and maintaining EstatePlanResources.com’s user-friendly platform and ensuring that it runs smoothly and securely.
Keisha Fox – Director of Content – Keisha is the Director of Content at EstatePlanResources.com. She has a background in journalism and has written extensively on legal and financial topics. Keisha oversees the creation of all the articles, guides, and interactive tools on EstatePlanResources.com. She ensures that the content is accurate, up-to-date, and easy to understand.
Robert Nguyen – Senior Legal Advisor – Robert is a Senior Legal Advisor at EstatePlanResources.com. He has over 15 years of experience in estate planning and has helped numerous clients achieve their estate planning goals. Robert is a licensed attorney and a member of the American Bar Association. He provides personalized advice and guidance to EstatePlanResources.com clients to help them create comprehensive estate plans that meet their unique needs.
Grace Kim – Senior Financial Advisor – Grace is a Senior Financial Advisor at EstatePlanResources.com. She has over 15 years of experience in financial planning and has helped hundreds of clients achieve their financial goals. Grace is a certified financial planner and a licensed insurance agent. She provides personalized advice and guidance to EstatePlanResources.com clients to help them create comprehensive estate plans that meet their unique needs.
Matthew Jones – Marketing Manager – Matthew is the Marketing Manager at EstatePlanResources.com. He has over 10 years of experience in digital marketing and has worked with several successful startups. Matthew is responsible for developing and implementing EstatePlanResources.com’s marketing strategy. He ensures that the platform reaches its target audience and that its services are accessible to as many people as possible.