U.S. Estate Planners
Growth Stage
Estate Planning & Insurance Brokerage.
Overview
Raised: $4,500
Total Commitments ($USD)
Platform
StartEngine
Start Date
07/02/2018
Close Date
09/03/2018
Min. Goal
$10,000
Max. Goal
$107,000
Min. Investment
$100
Security Type
Equity - Common
SEC Filing Type
RegCF
Price Per Share
$100.00
Pre-Money Valuation
$51,000,000
Rolling Commitments ($USD)
Status
Not Funded
Reporting Date
09/01/2018
Days Remaining
Not Funded
% of Min. Goal
Not Funded
% of Max. Goal
Not Funded
Likelihood of Max
Not Funded
Avg. Daily Raise
$73
# of Investors
4
Momentum
Not Funded
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Year Founded
2018
Industry
Financial & Insurance Products & Services
Tech Sector
Location
Sheridan, Wyoming
US Estate Planners (USEP) is here to help Americans with estate planning and insurance brokerage. They plan to launch a national estate planning, insurance brokerage, and records management firm, where they will utilize the help of Registered Estate Planners (REP) agents. USEP is in alliance with Iron Mountain (the world’s largest records management operation) and Baker Tilly (a top professional services firm). They are also in the process of establishing additional alliances with insurance and financial organizations, tax preparation firms, trade associations, and independent insurance agencies. With this campaign, they hope to launch this service -- and fill this societal need.
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