U.S. Estate Planners

Growth Stage

Estate Planning & Insurance Brokerage.


Raised to Date: Raised: $4,500

Total Commitments ($USD)



Start Date


Close Date


Min. Goal


Max. Goal


Min. Investment


Security Type

Equity - Common

SEC Filing Type

RegCF    Open SEC Filing

Price Per Share


Pre-Money Valuation


Rolling Commitments ($USD)

Not Funded
Reporting Date


Days Remaining
Not Funded
% of Min. Goal


% of Max. Goal


Likelihood of Max
Not Funded
Avg. Daily Raise


# of Investors


Not Funded
Create a free account today to gain access to KingsCrowd analytics.
Year Founded



Financial & Insurance Products & Services

Tech Sector


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.
Create a free account today to gain access to KingsCrowd analytics.

Upgrade to gain access

Pay Monthly
Annually (Save 17%)


$12.42 /month
billed annually
Free portfolio tracking and KingsCrowd's quantitative ratings on all raises.
Plan Includes:
Everything in Free, plus
Company specific KingsCrowd ratings (excluding risk)
Advanced company search ( with ratings)
Markets page filters and historical industry data
Get Edge Annual

Edge Pro

$41.58 /month
billed annually
Full site access including KingsCrowd's qualitative analyst reports.
Plan Includes:
Everything in Edge, plus
Full access to detailed Analyst Reports (e.g. Top Deal, Deal to Watch, Neutral, and Underweight)
Search and filter based on Analyst Reports
In-depth risk ratings for every raise
Get Edge Pro Annual
Already a member? Log in here.
Are you the founder of U.S. Estate Planners? Create your account today to claim this raise page.

Create your first portfolio

Create your very own investment portfolio on KingsCrowd.

Now you can track all of your startup investments in one place utilizing our state-of-the-art portfolio tracker tools. To begin, create your first portfolio below.

Add to portfolio
U.S. Estate Planners on StartEngine
Platform: StartEngine
Security Type: Equity - Common
Valuation: $51,000,000

Follow company

Follow U.S. Estate Planners on StartEngine