Estate Manager PRO

What Should I Do When a Loved One Dies?

Every year, millions of American families face that question. Most lack a clear idea of the steps to take when someone passes. Often, they are simply overwhelmed—they don't know who to turn to or what to do next.

Estate Manager PRO Is the Solution.

Estate Manager PRO is a free online estate management and preparedness tool from Wilon Wealth Management. It helps ease the transition and save time, grief, and money when someone close to you passes away.

This easy-to-use, web-based resource offers a step-by-step guide and secure online checklist so that you know what to expect after a loved one's death. Best of all, it's available to anyone with an Internet connection. There are no fees or hidden costs. Just unbiased tips, useful resources and a database of local service providers who are ready to support you.

Click the Button Below to Get Started.

Estate Manager

How Estate Manager PRO Can Help You.

  • Simplify "life transitions" with an easy roadmap detailing what to do and when

  • Find pre-screened, local, trusted service advisors before, during, and after a death

  • Organize and collect personal information via a forms library

  • Enable communication and collaboration with other family members

  • Learn lessons from 1,100 families who learned the hard way what to do
    when someone dies

Why You Should Start Today.

Now is the time to plan for your own passing or that of a loved one. Estate Manager PRO walks you through the steps, leaving no stone unturned. You get the compassionate, straightforward help you need to move through a difficult time.


Have questions about how Estate Manager PRO can help you prepare for the loss of loved one? Call 515-225-9500 or email


Estate Manager Pro is not affiliated with Securities America. Securities America and its representatives do not offer legal or tax advice.

Securities America and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation.

*Securities offered through Securities America, Inc.  Member FINRA/SIPC Advisory services offered through Securities America Advisors, Inc.  Wilon Wealth Management and the Securities America companies are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.