Eric Rodriguez

Serves Wilmington, DE

35244

Hired 22 times

15 employees

23 years in business

Not yet available

4.9

This pro accepts payments via Apple Pay, Credit card, Google Pay, PayPal, Stripe, and Zelle.

Next Service

Hours

Sun 9:00 am - 5:00 pm

Mon 9:00 am - 5:00 pm

Tues 9:00 am - 5:00 pm

Wed 9:00 am - 5:00 pm

Thurs 9:00 am - 5:00 pm

Fri 9:00 am - 5:00 pm

Sat 9:00 am - 5:00 pm

Credentials

Background Check

Eric Rodriguez
Completed on 3/5/2024

Introduction

📌 Is your family prepared with a clear plan for the future? Most families want to protect what matters, but the path to wills, trusts, and legacy planning often feels confusing. I help families create attorney-approved, personalized plans—so you can rest easy knowing your wishes are clear and your loved ones are protected. With 20+ years of financial and legal experience, I’ve guided families across NJ, PA, and DE toward peace of mind and security. What I offer: ✅ Wills & Trusts ✅ Asset & Business Protection ✅ Tax-Free Wealth Transfer ✅ Retirement & Legacy Planning Clients often say, “We should have done this years ago.” To give every family my full attention, I only work with a select number of clients each month. Book your free, no-pressure 30-minute consultation today. Let’s see if we’re the right fit. If you’re ready to protect your family’s legacy and enjoy true peace of mind, I’d be honored to serve your family. — Eric Rodriguez

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

Our pricing is structured to offer exceptional value, reflecting the dual benefit of legal and financial expertise in every plan. Packages start at a flat rate based on your unique needs, and I provide a complimentary 15-minute strategy session to discuss your goals. I aim for transparency, so you’ll know exactly what to expect without hidden fees.

What is your typical process for working with a new customer?

I start with a free 15-minute phone or Zoom session to understand your situation and offer initial guidance.

What education and/or training do you have that relates to your work?

I’m a licensed financial and legal professional and have extensive training in estate planning, including wills, trusts, and asset protection. This combined expertise allows me to bridge the gap between traditional, solely legal-based planning and a more comprehensive approach that also considers financial security. Additionally, we collaborate with our team of licensed attorneys for initial consultations and review final documents, ensuring they meet the highest standards.

How did you get started doing this type of work?

In 2002, during my college years, my mother was rushed into emergency surgery for a brain aneurysm. We had no estate plans or documents in place, and the surgery left her disabled and unable to return to work. Experiencing the emotional and financial toll of that time without a plan impacted me profoundly and ultimately led me to this field. Now, as a husband and father of four, I’ve made sure my own family is protected, and I take great joy in helping others achieve the same peace of mind. I see it as doing God’s work—using my experience to support families and help them avoid the pain and uncertainty I once faced.

What types of customers have you worked with?

I work with a diverse range of clients, from retirees and baby boomers planning for the future to families managing recent loss. My clients appreciate the holistic protection my dual expertise provides, addressing both legal and financial aspects for more complete peace of mind. I focus on families facing urgent needs, helping them navigate these challenges with clarity and confidence.

Describe a recent project you are fond of. How long did it take?

Recently, I helped a widow who had just lost her husband and was concerned about ensuring her estate was in order for her family’s future. She lived about an hour away, and I made a home visit to provide her with the comfort and convenience of discussing her plans in her own space. Together, we created a plan that gave her peace of mind, knowing her wishes would be honored. The process took about 2 weeks, and she was so pleased with the outcome that she left a heartfelt video review

What advice would you give a customer looking to hire a provider in your area of work?

Choose someone who takes the time to understand your unique needs and offers clear communication. Estate planning can be deeply personal, so it’s essential to work with someone who listens, shows empathy, and is thorough in their approach. Make sure the provider is knowledgeable, transparent about pricing, and able to walk you through the process without added stress.

What questions should customers think through before talking to professionals about their project?

Consider your primary goals for your estate plan. Reflect on: Who should handle financial or healthcare decisions if you’re unable? How would you like your assets to be distributed? Are there specific people or charities you’d like to benefit? Do you have concerns about taxes, family harmony, or protecting assets from potential risks?