Estate & Trust Planning

You have ideas of what you want your money to do and the legacy you want to pass along, but creating the documents necessary to ensure that is uncomfortable and inconvenient. We can leverage incredibly-sophisticated technology to deliver a simple and streamlined experience for you, helping you maximize your impact now and well into the future.

What you may be thinking:

Why do I need estate documents?

Where can I get help creating estate documents?

How can I protect my wealth for my spouse and future generations?

How do I avoid the probate process?

Should I create a trust for my special needs child?

How can I ensure my assets transfer the most tax-efficient way?

What’s on our agenda:

Create or Update Your Existing Estate Documents In-House

Family Wealth Transfer Planning Discussion

Avoid Probate and Maintain Privacy

Charitable Giving and Other Gifting Strategies