What is Helios Integrated Planning?

Helios Integrated Planning (HIP or Helios) is a team of highly experienced estate planners and attorneys focused solely on Financial Advisors and their clients. Our state-of-the-art online experience allows the Financial Advisor to coordinate the creation of estate planning documents that act as the centerpiece of important conversations between the Advisor and the Client.

Once the required information has been gathered, the HIP software and team of estate planners/attorneys create the document and deliver the finals to the Advisor within 48 hours.  And, at a fraction of the price that estate planning attorneys charge.  Of course, it is legal for Financial Advisors to use our Estate Planning services.

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Most Americans say they need an Estate Plan but haven’t gotten around to it. 

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Services for Advisors

Online Estate Planning

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Estate Plan Reviews

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Complete Advisor Training

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Legal Support

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If You Want to Know More...Lets Talk