Jerry McKee's Contact Details

Jerry McKee's Company Details

At McKee Companies, we perform a diverse set of services for our clients. 1. We perform comprehensive estate planning consulting using education, our proprietary systems, analysis, referrals to other specialist professionals and followup. 2. I have developed a powerful proprietary product called the Family Vision Matrix, which is designed to identify estate issues, let family members speak their minds about the estate in a calm non-fighting environment and uncover potential problem areas when planning the family estate. 3. We just released our national estate planning education product, Estate Planner In A Box, which is a six-lesson set on DVD that takes the viewer through an in-depth introduction to estate planning techniques and tactics, gathering information, analyzing information, how to find good professionals to work with, trust funding issues and trust settlement issues. It's just like having a seasoned professional there with you through the process. Of course, we have great phone and email support for our customers. 4. We have just released our new product Business Planner In A Box, which deals with the same issues included in Estate Planner In A Box, but which also deals with other issues, such as selling a business, buy/sell agreements, valuation issues and has a focus on the family business rather than the family farm or ranch.