Understanding Your Needs
At Expert Estate Consultants (EEC), we offer specialized services designed to provide peace of mind through every phase of Estate and Trust Administration. Our Services focus on helping clients with planning, protecting, and managing their financial and legal needs.
What We Offer
Estate & Trust Consulting Services
A company that is built on ethics and high moral values to aid in protecting our clients financial, medical, and legal well-being through oversight of Trust and Estate Administration.
Consulting & Analysis
Create an individualized comprehensive estate plan based on your specific needs. Our service include reviewing and analyzing existing estate plans, identifying gaps or inefficiencies, and recommending customized strategies tailored to each client's unique financial, family, and personal circumstances.
Building Relationships
Meeting with Clients, Attorney, Financial Advisor, CPA or Beneficiaries for plan customization and development of ongoing relationships for client success
Special Needs Planning
Through a comprehensive review of family circumstances, assets, and existing estate planning documents, we help identify strategies that protect resources while preserving access to important public benefits. We assist in evaluating and coordinating planning tools such as special needs trusts, guardianship or supported decision-making arrangements, beneficiary designations, and long-term care planning.
ALTCS Benefits
Our ALTCS Planning services help individuals and families prepare for and navigate the Arizona Long Term Care System (ALTCS), Arizona’s Medicaid program for long-term care services. We assist with benefit planning, asset protection strategies, spend-down planning, trust considerations, and coordination with estate planning documents to help ensure a smooth application and approval process.
Ongoing Aging & Health Decline Support
Ongoing Guidance and Assistance as Aging Occurs and Health Declines. You never have to guess what your next steps in life need to be. We provide continuous guidance to review and update estate plans, healthcare directives, powers of attorney, long-term care strategies, and financial arrangements to ensure they remain aligned with current needs and goals.
Ebooks
Explore our extensive collection of ebooks designed to enhance your knowledge and skills across various topics.
Estate Planning Made Easy-Worksheet for Beginners
An Estate Financial Asset Worksheet helps individuals and families organize important financial information in one secure, easy-to-use document. Designed especially for beginners, this worksheet simplifies estate planning by providing clear sections for tracking bank accounts, investments, insurance policies, retirement funds, real estate, debts, and beneficiary details.
The Trust Protector Advantage
“Trust Protects” explores the idea that every trust needs a strong and reliable trust protector — someone responsible for making sure the trust is managed fairly, honestly, and according to the wishes of the person who created it. The ebook explains how trust protectors add an extra layer of security by overseeing trustees, preventing misuse of assets, resolving conflicts, and adapting the trust when circumstances change
Protecting Your Loved Ones Future - Special Needs Trust Planning
A Special Needs Trust is a type of Estate planning tool that will allow disabled beneficiaries to continue collecting State or Federal benefits. A Special Needs Trust (SNT) will allow distributions that will enhance your beneficiary’s quality of life by providing necessities that State or Federal benefits do not cover.