Estate Planning

Back 9 Planning LLC offers comprehensive service packages by partnering with a network of licensed professionals, each an expert in their field. We have assembled these packages so that each professional-such as attorneys or specialized advisors-contracts directly with you for their respective services, ensuring transparency and legal protection.

For estate planning, including Trust preparation and drafting of a Last Will and Testament, we coordinate your case with a local attorney who possesses specialized legal knowledge and will meet with you personally.

While we do not offer legal services or advice ourselves, we facilitate direct access to these qualified legal professionals. Our commitment to personalized solutions ensures that every client receives strategies tailored to their unique circumstances, setting us apart through our focus on comprehensive, client-centered planning that safeguards your financial future and legal rights.