David Disraeli, 360NetWorth, Inc.

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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 4 times

Serves Cedar Park, TX

Background checked

3 employees

31 years in business

Payment methods

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

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4 photos

Reviews

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

Excellent 4.9

9 reviews

5

89%

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11%

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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

I met David Disraeli through a mutual friend. I was referred because David is an expert in estate planning and he also handles alternative investments which help offset the risk of owning stocks. I could not be more pleased with the relationship and I would highly recommend him to others.

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

I have known David for over 5 years and he has always been extremely professional, dedicated, and competent in helping me with financial matters. He is very knowledgeable and experienced in asset allocation, retirement planing, and overall financial management. I highly recommend him.

Leslie s.

Jul 26, 2016

David was a wealth of knowledge- knowledge far beyond typical financial guidance. His general concern for our well being and astute understanding of very complex circumstances gave me great peace in a time of turmoil. I have worked with several skilled financial advisors - David is the best. I cannot recommend his services highly enough!

Credentials

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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.

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