U.S. Estate Planners

U.S. Estate Planners

[Closed for Investment] 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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Investment Overview

Raised this Round: Raised: $4,500

Deal Terms

Total Commitments ($USD)

Platform
StartEngine
Start Date
07/03/2018
Close Date
09/03/2018
Min. Goal
$10,000
Max. Goal
$107,000
Min. Investment

$100

Security Type

Equity - Common

SEC Filing Type

RegCF    Open SEC Filing

Price Per Share

$100.00

Pre-Money Valuation

$51,000,000

Company & Team

Company

Year Founded
2018
Industry
Financial & Insurance Products & Services
Tech Sector
Location
Sheridan, Wyoming
Company Website
Visit Website

Team

Employees
2

Financials

Financials are not currently available for this company. This may occur if the company is still Testing the Waters, is a Regulation D offering, or if the financials are still under review and being confirmed by our team. For Reg CF and Reg A+ raises, please check back later.

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Company Funding & Growth

Funding history

Close Date Platform Valuation Total Raised Security Type Status Reg Type
09/03/2018 StartEngine $51,000,000 $4,500 Equity - Common Not Funded RegCF
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U.S. Estate Planners on StartEngine
Platform: StartEngine
Security Type: Equity - Common
Valuation: $51,000,000
Price per Share: $100.00

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