Estate Planning & Trust Services
Our Trustee Toolbox &
Family Mission Meetings
Estate planning goes beyond managing assets; it’s about leaving a legacy representing your values and life story. Our service includes the Trustee Toolbox, designed to organize and safeguard essential documents. Additionally, we offer Family Mission Meetings to guide you and your loved ones in understanding and carrying out your estate plans. These sessions ensure your intentions are clear and respected, providing reassurance and peace of mind for the future.
Estate Planning & Trust Services
Beyond safeguarding your assets and minimizing taxes, we've partnered with Trust & Will to simplify estate planning. This user-friendly online platform lets you create personalized estate plans from home, covering all 50 states. Our team is here to guide you through the process, ensuring your plan is complete and meets your specific needs. By combining our expertise with Trust & Will's convenience, you can confidently secure your financial future and provide for your loved ones.
Our financial advisors will help you develop a plan aligned with your personalized retirement plan. We also coordinate services with a network of estate planning lawyers that will help you:
Devise or enhance your will or trust to transfer your assets efficiently
Avoid an expensive and lengthy probate process
Develop a plan for tax-efficient wealth transfer
Make sure your heirs and underage children are protected
Identify proper beneficiary designations
Carry out your end-of-life instructions
Support your favored charities
Administer your Trust and related legal documents
File the appropriate tax returns