Estate Planning Service

Preserve your legacy with thoughtful planning.

Let's Talk

Protect Your Legacy

Our estate planning service is designed to help you preserve your wealth and ensure a smooth and thoughtful transfer of assets to your loved ones.

Working closely with you, we personalize your comprehensive financial plan to address all aspects of your financial and personal wishes, from wills and trusts to advance directives and charitable giving.

Robert Sullivan, our Chief Investment Officer, leverages over 20 years of experience in financial planning to guide you through the estate planning process. Although we do not provide legal services, we work in tandem with trusted estate attorneys and tax professionals to ensure your estate planning documents are robust and legally sound.

Integrated Estate Planning Services

Estate planning is about more than just drafting a will; it’s about developing a comprehensive strategy that ensures your assets are protected and distributed according to your wishes. Our service is an integral part of our comprehensive financial planning offering, helping you plan ahead for your family’s future.

Estate Planning Document Review
Advance Directives Analysis
Power of Attorney Setup
Trust Needs Analysis
Legacy and Charitable Giving
Third-Party Estate Professionals

Key Services Included in Our Estate Planning

Our estate planning process is tailored to align with your financial goals, providing a clear and comprehensive strategy for managing your assets and preparing for the future.

Estate Planning Document Review

We conduct a comprehensive review of your existing estate documents, such as wills, to ensure they reflect your current wishes and are legally binding.

Advance Directives Analysis

We review and make recommendations for your advance directives, including health care proxies and living wills, to ensure your medical decisions are respected in case of incapacitation.

Power of Attorney Setup

We analyze your needs for setting up a power of attorney to manage your financial and legal matters in case you are unable to do so yourself, ensuring that your affairs are handled according to your wishes.

Trust Needs Analysis

We evaluate whether a revocable living trust or other trust structures are necessary for your estate, providing assistance with setting up the appropriate legal documents.

Legacy and Charitable Giving Planning

We offer tools and guidance for planning and documenting your legacy and charitable giving, helping you leave a lasting impact through thoughtful wealth transfer strategies.

Third-Party Estate Professionals

When necessary, we refer you to trusted estate attorneys or tax professionals from our network to ensure your estate plan is comprehensive and legally sound.

Estate Planning FAQ

Here are answers to some of the most common questions about our service.

What is an estate plan?

An estate plan is a collection of legal documents that outline how your assets and affairs should be handled after your death or if you’re unable to manage them yourself.

What is estate planning concerned with?

Estate planning focuses on ensuring your assets are distributed according to your wishes, minimizing taxes, and providing guidance for medical and financial decisions if you’re incapacitated.

How much does estate planning cost?

Estate planning costs vary based on complexity and services needed, ranging from a few hundred to several thousand dollars. Basic plans cost less, while complex estates may require more investment.

How do I organize my estate plan?

Start by listing assets, choosing beneficiaries, and selecting trusted individuals for roles like executor and healthcare proxy. Consult an estate planning attorney to create necessary documents.

What is the difference between a will and estate planning?

A will is a single document specifying asset distribution, while estate planning is a broader process that includes a will plus other tools like trusts and powers of attorney.

What are estate planning documents?

Estate planning documents include a will, trusts, power of attorney, healthcare directive, and beneficiary designations, which collectively outline your wishes for asset distribution and medical care.

What is the probate process?

Probate is a legal process where a court reviews your will, validates it, and oversees asset distribution to ensure your wishes are followed and any debts or taxes are paid.