An investment manager’s efforts are pointless if the client’s investments are successful, but most of the gains are lost to estate taxes!

Unless the investment management, estate planning, tax planning and estate administration are coordinated, no one will achieve their goals....

The professionals at Estate Admin Associates, LLC manage the process with well-thought-out transfer strategies.

We include the referring Rep in the entire EA process, at all times and at all client meetings, enabling them to gain the trust of the beneficiaries, and thereby gain the account.

With our assistance, prospects become clients!