David Disraeli, 360NetWorth, Inc.

$50

Starting price

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Draft needed

Number of people

Responds in about 4 hours

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Introduction

Complete estate plans including wills, trusts, powers of attorney, problem estates, family disputes. Costs are generally 50% to 70% less than most law firms. I enjoy providing clients peace of mind that their affairs are in order should something happen to them.

Overview

Hired 7 times

Serves Cedar Park, TX

Background checked

3 employees

32 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Check, Credit card, PayPal, Square cash app, Venmo, and Zelle.

Social media

Facebook, Instagram, Twitter

Reviews

Customers rated this pro highly for responsiveness, value, and work quality.

Excellent 4.9

9 reviews

5

89%

4

11%

3

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Read reviews that mention:

Debbie P.

Sep 29, 2023

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Hired on Thumbtack

Thank you David for creating my will/trust. You were very professional and responsive. If I had a question, you were quick to follow up and answer questions in a manner that I could understand. I would use David again.

Legal Document Preparation

Tom C.

Jul 24, 2016

Robert T.

Jul 23, 2016

I have known David for many years now and those of his abilities for retirement planning. I retained David to help me get ready for my upcoming retirement and estate review. David has a very good understanding of financial instruments, limitations, and forecasting outcomes.While nothing is for sure, he does lay out several options to take with existing assets. He also has access to legal support to craft the proper documentation for the estate planning for sure. I have been very satisfied with the work that is done for me so far. As a side note, David first got started helping my parents plan their estate. It was a very thorough review and they were very pleased with his work at that time.

Erik K.

Jul 24, 2016

I've known David for the past 18 years and have learned a great deal from his deep experience around finance and the stock market. David is a wealth of knowledge and a trusted advisor to anyone wanting to make sense of their financial situation.

Lynne W.

Jul 25, 2016

Credentials

Background Check

David Disraeli

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I charge $750 for a will/trust and powers of attorney for a couple. I charge $1300 for a series LLC in Texas. The series LLC comes with the EIN, operating agreement and complete instructions on setting up individual series, banking, titling, insuring, taxation and more.
What is your typical process for working with a new customer?
I take a great deal of time learning about a client and their needs. After asking a number of questions and listening closely to the answers, I recommend next steps and quote a fee.
What education and/or training do you have that relates to your work?
I have 35 years of experience in financial and estate planning and am a Certified Financial Planner. In addition, I work for three law firms with expertise in wills, LLC formation, asset protection and business law.

David Disraeli, 360NetWorth, Inc.

FAQs

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