White Phoenix Advisors - Notary and Estate Planning

White Phoenix Advisors

Estate Planning Support​

We support your legal and financial Estate Planners with from referrals to assisting with asset transfers to management of your important documentation, our team ensures that every step reflects your wishes.

Asset Transfers

We work with your chosen legal and financial representatives to put an asset transfer plan in place. Our team simplifies the process of asset transfer working with you, your family and your representatives, to reduce legal and financial complexities.

Documentation Management

We ensure every detail is accounted for, organizing and managing essential documents with care. We work with you to ensure you and your family sign, co-sign and safe-guard all essential documentation so that when needed you have a clear plan and access to all essential documents.

Learn More About Estate Planning & How We Assist Our Clients

Ask Us Anything, Anytime.