U.S. Estate Planners

U.S. Estate Planners

Growth Stage

Estate Planning & Insurance Brokerage.

Estate Planning & Insurance Brokerage.

Overview

Raised this Round: 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    Open SEC Filing

Price Per Share

$100.00

Pre-Money Valuation

$51,000,000

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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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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