Review Current Plan

Your estate plan is a crucial part of your overall financial roadmap. We review and model your estate plan so you can easily see how your wealth transfers today, tomorrow, or at any point in the future. This process includes a review of your wills, living wills, powers of attorney, trust documents, beneficiary designations, and property titling to help identify gaps and ensure your plan is consistent with your wishes.

Design New Plan

If needed, we will coordinate with an attorney to build a new estate plan or make adjustments to your current one to ensure the people and causes you care about are thoughtfully supported. If you have an attorney you like and trust, we are happy to collaborate with them. If not, we have estate planning attorneys that we can recommend.

Adapt to Changes

Changes in your family dynamics, personal situation, financial position, taxes and laws can all lead to a need to update your estate plan. We continuously monitor these variables and adapt as needed. We are also a sounding board for you to discuss ideas and concerns as they become top of mind for you. If changes to your estate plan are needed, we will work with an attorney to implement those changes.

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.