Complete Estate Planning LLC provides a total turnkey technology platform for attorneys and planners who provide estate planning to their clients. After over 40 years in the trust and estates business, we have come up with the platform that saves time, effort and expense for clients who seek the latest in Wills and Trust Design.

Visit completeestateplanning.com or call 215 589-5652 to learn how this platform can generate more revenue for you and provide an ongoing stream of client referrals.

We are seeking relationships with attorneys and planners in virtually every state. This is an opportunity to build a network of other planners and clients with a business model that is very unique.

Proudly Serving Bucks, Montgomery, Philadelphia, Chester, Lehigh, Delaware, Northampton Counties.

Our firm provides support for many other organizations who offer planning for their members and donors. These include colleges and universities, hospitals, Churches and Ministries, business and professional associations and many other groups.

"I have personal experience in virtually every aspect of planning for the care of family members, and for the design of plans for avoiding probate. My career in financial services began in 1959. I was the Vice President of Retail Banking for the largest Bank in Philadelphia, with responsibility for providing a variety of services through 100 Branch Offices."

-George