STRESS TEST
5-Minute Estate Planning
Stress Test
Discover potential gaps in your estate plan and get personalized insights to help protect your legacy and your loved ones.
Tools To Help You Plan Smarter.
Explore practical estate planning tools designed to help you identify potential gaps, organize your plan, and better understand the potential cost of probate.
Discover Potential Gaps In Your Estate Plan.
ZOOP Benefits LLC works with ePIC Services Company to provide a simple estate planning assessment designed to bring greater awareness to potential gaps in your estate and legacy plan.
Complete the short stress test to help identify areas that may deserve additional attention and better understand what your next planning priorities may be.
Build And Maintain Your Estate Plan With eStatePlan™.
eStatePlan™ is a secure, cloud-based estate planning and medical preparedness system designed to help families organize important planning information.
Keep documents organized, maintain your plan, and make important information available to the people you designate.
Estimate The Potential Cost Of Probate.
Probate can be expensive, time-consuming, and different in every state. Court fees, attorney costs, and delays can reduce the value of an estate while families wait for resolution.
Use the probate calculator to explore a personalized estimate and better understand why proactive estate planning can matter.
Better information can make important estate planning conversations easier to navigate.
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Zoop Benefits is a licensed insurance and annuity agency. We are not a registered investment adviser, tax preparer, attorney, or CPA firm, and we do not provide investment planning services. Insurance and annuity products are not bank deposits and are not insured by the FDIC or any federal government agency. They are backed by the financial strength of the issuing insurance carrier and, within applicable limits, by state insurance guaranty associations. Carrier financial strength ratings (e.g., AM Best A+) reflect an independent opinion of a carrier's ability to meet its obligations — they are subject to change and are not a recommendation to purchase any product. Results shown on this site reflect specific client circumstances and are not guarantees of future outcomes. Not affiliated with the IRS, SEC, VA, DoD, or any government program. Full Disclosures Here.
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