Lee C. Mulligan
Wills Trusts And Probate
Why pick this one
Lee C. Mulligan's listed website offers will-writing and LPA planning, plus an estate value calculator covering probate assets, liquidity gaps, and executor checklists.
Best for
- Middle-aged professionals with limited time for financial and estate planning
- Clients needing wills and Lasting Power of Attorney documents
- Business owners planning succession and partner buyouts
- Families reviewing inheritance distribution, asset restructuring, and estate liquidity
- Clients seeking estate planning integrated with wealth, investment, and risk planning
Specialties
- will-writing
- Lasting Power of Attorney planning
- business succession planning
- estate asset restructuring
- probate and estate value analysis
Certifications
- CFP®
- ChFC/S®
- CLU/S®
- Certified Estate Analyst
- Executive Wealth Consultant
What makes them different
- Website lists almost 9 years of experience in risk and wealth management
- Targets middle-aged professionals with time constraints in wealth accumulation and financial planning
- Offers an estate value calculator covering probate classification, administration costs, beneficiary distribution, trust timelines, liquidity gaps, and executor checklists
- Provides business succession planning focused on continuity, business value retention, and partner buyouts
- Publishes estate planning articles in English and Chinese
Distilled from this business's own website.
Contact & Location
- Address
- 104 N Washington St, Hendersonville, NC 28739
- Phone
- +18286961811
- Website
- http://www.anestateplan.com/
Services
- estate planning
- wealth planning
- investment planning
- risk management
- business succession planning
- asset restructuring
- tax planning