Estate Planning & Trust Consultation

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Due to demand, Weaver Insurance & Financial Advisors now offers an additional service in our planning line up. Our goal is to provide our clients with the most up-to-date resources available to help with their Estate Planning needs and goals, including:

  • Consultative Services with Existing Planners Including Attorneys and CPAs
  • Estate Planning Design and Strategies
  • Will and Trust Review
  • Trustee Consultation for Existing or Future Trusts

Our Estate Planning Team

Scott Kimmel

Scott Kimmel, CEP®

Certified Estate Planning Advisor and Commercial Insurance Advisor
BrokerCheck by FINRA