Living Trust Coordination

Click here to learn more about what is included in your Coordination and Organization Package for Revocable Living Trust Clients.

Will Coordination Package

Click here to learn more about what is included in your Coordination and Organization Package for Will based planning clients.

Client Review Package

Click here to learn more about our review process making sure your plan is still organized and funded correctly.

Get your FREE Omega Planning and Organization guide for Estate Planning

Hidden Costs of an Unorganized Estate

Understanding the probate process

Why Omega Estate Planners?

Our Estate Planning Beliefs!

What we do because of our beliefs!

How we do it differently!

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Omega Planners is not a law firm, and its representatives are not attorneys or tax professionals. The information provided on this website is intended for educational and informational purposes only and should not be construed as legal, tax, or financial advice. Each individual’s situation is unique, and laws or regulations may vary by jurisdiction. We strongly recommend that you consult with a qualified attorney or licensed tax professional before making decisions related to your estate plan, trust funding, or other legal and financial matters.