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.

Estate & Legacy Planning

Take the Next Step.

Explore the tools below to better understand your estate plan, organize your legacy, and evaluate potential probate costs.

The Bridge Wealth Strategies is proud to partner with ePIC Services Company to provide this easy tool to bring awareness to our clients’ gaps in their estate and legacy planning goals. Click the link below to start your assessment for us to determine the priority level to move forward.

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Welcome to eStatePlan™, the secure, cloud-based estate planning tool for the 21st century. When you use this state-of-the-art estate planning and medical preparedness system, you gain peace of mind knowing your affairs are in order no matter what the future brings. You can take comfort in knowing that you have set everything in place, keep your documents updated in real time, and can share them with the people you designate. You have just taken control of your estate plan using eStatePlan™, the most convenient, efficient, and cost-effective way to ensure your legacy is executed exactly how you want it to be.

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Probate is often expensive, time-consuming, and varies widely across states. Court fees, attorney costs, and delays can drain estate value while families wait months, or even years, for resolution. Each state sets its own rules and fee schedules, meaning the cost and length of probate differ dramatically depending on where the estate is administered.

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Your Financial Picture

Estate Planning Is One Part of a Comprehensive Plan.

Understanding potential gaps in your estate plan can be an important step. Philip can also help you consider how estate and legacy planning fit alongside retirement, investments, taxes, benefits and risk management.

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Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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Contact Info

516-652-8561

[email protected]

68 S. Service Road, Melville, NY 11747

68 S Service Rd, Melville, NY 11747, USA

Mayflower Financial Advisors, LLC (dba Mayflower Advisors, "Mayflower") is an SEC registered investment adviser with its principal place of business in Boston, Massachusetts. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Mayflower Advisors, a Registered Investment Advisor. Private Client Services and Mayflower Advisors are unaffiliated entities. A copy of Mayflower's current written disclosure statement as set forth on Form ADV, discussing Mayflower's business operations, services and fees is available upon written request or by visiting the SEC's website at http://www.adviserinfo.sec.gov. Member FINRA (https://www.finra.org) / SIPC (https://www.sipc.org). Obtain more information about our firm and its financial professionals at FINRA's BrokerCheck: https://brokercheck.finra.org.

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Online Privacy Statement

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

Bridge Wealth Strategies Inc. is not affiliated with the US Government. The materials presented on this website are intended as an educational overview and are not intended to provide specific advice to individuals without further consultation.

Bridge Wealth Strategies Inc. does not provide legal or tax-accounting advice. Please consult with a qualified attorney or CPA for proper legal or accounting counsel.

Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.