About Us:
We know estate planning isn't one size fits all.
We simplify the process through structured guidance and operate on a transparent flat-fee basis with all services outlined in written agreements prior to payment.
Who is Anuvex?
What we provide:
• Client onboarding and platform access coordination
• General education regarding estate planning concepts
• Walkthrough support for navigating the estate planning software
• Administrative follow-up and support
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IMPORTANT NOTE: We do not draft legal documents, provide legal advice, or determine which documents are appropriate for any individual client.
All estate planning documents are generated directly through an independent third-party provider based solely on the information entered by the client.
100% Streamlined
Get your Trust Docs generated in as early as 72 hours!
Lifetime Support
After approval our clients are welcomed with lifetime support.
Jonathan Pineda
Meet our Founder:
Licensed since 2009, Jonathan puts focus into the things that matter. Estate Planning is 1 of many successful ventures he's dedicated his time to over the years, always ensuring he puts his best foot forward to every opportunity that presents itself.
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Over 1 Billion in lifetime financial production
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Over 10,000 Families served nation wide
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Coached 1,000+ Individuals achieve financial freedom through financial services.
