A former investment advisor representative at MetLife Securities, Lucas "Luke" Noble has owned the North Andover, Massachusetts-based Noble Financial Group, LLC, since 2010. Providing comprehensive fee-based financial and estate planning services for individuals and businesses, he manages in excess of $300 million in assets. Lucas Noble holds membership with several professional organizations, including the Essex County Estate Planning Council (ECEPC).
A regional affiliate of the National Association of Estate Planners & Councils (NAEPC), the ECEPC is comprised of more than 100 estate planning and wealth management professionals. In addition to networking opportunities and educational resources, members are granted access to a wide range of benefits, many of which can help them improve their practice. One of these benefits is Everplans.
Available at a special rate for all NAEPC members, Everplans allows estate planning professionals to gather and store all relevant client documents and information on one central platform. These documents can include wills, healthcare directives, letters to family and friends, and life insurance policies.
Moreover, the life and legacy platform has secure cloud storage capability and sharing technology that allows clients to choose which documents they share with family members, friends, and others in their lives. Users also have access to thousands of educational articles and other resources.
A regional affiliate of the National Association of Estate Planners & Councils (NAEPC), the ECEPC is comprised of more than 100 estate planning and wealth management professionals. In addition to networking opportunities and educational resources, members are granted access to a wide range of benefits, many of which can help them improve their practice. One of these benefits is Everplans.
Available at a special rate for all NAEPC members, Everplans allows estate planning professionals to gather and store all relevant client documents and information on one central platform. These documents can include wills, healthcare directives, letters to family and friends, and life insurance policies.
Moreover, the life and legacy platform has secure cloud storage capability and sharing technology that allows clients to choose which documents they share with family members, friends, and others in their lives. Users also have access to thousands of educational articles and other resources.
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