Estate Planning

Trust and Will-Based Estate Planning Services

For our financial planning and wealth management clients, we partner with a national estate planning firm to provide you with a professional Trust-based or Will-based estate plan. Plans may include a revocable trust (if desired), a will, financial power of attorney, medical power of attorney, and other documents. 

Your estate plan is prepared and reviewed usually in less than two weeks by experienced estate planners and attorneys familiar with the laws of your state. This service is high quality and low-cost, provided as a service to ensure our client families have complete and current estate plans in place for peace of mind and thoughtful estate settlement. 

You will provide general information and complete a questionnaire in a secure online portal. If we have any questions or you have requirements such as a special needs trust, the preparer's attorney will clarify those with you. 

Already have an Estate Plan? If you are in the minority of families that have completed their estate plan, this service can review your existing documents and provide a list of follow-up questions to see if it is up to date. If you know of significant changes in your situation, such as children or marriage, the service will prepare new documents while using your existing trust name and date (this prevents having to re-register assets already in the trust). 

Approximately 75 percent of estate plans are appropriate for this system. Disqualifying situations include disinheriting children, heirs that might litigate after your death, or highly unusual beneficiary needs, this service will not be for you; we will gladly refer you to an experienced estate planning attorney for these needs. 

If you have put off completing your estate plan for years because of cost, coordination of meetings with an attorney, or lack of desire to discuss the challenging topics of aging and mortality, this service is an option for you. 

The service is appropriate for special needs children or concerns about a child who is not financially responsible. The team will ask questions on five important topics to determine the needs of the trust. 

All plans will, if desired, include information to address conduit language for IRAs, opportunities to convert shares to a Special Needs Trust or postpone distribution in exceptional circumstances (for example, drug use), state-specific requirements, flexibility for unknown changes in State and Federal Estate Tax Law, and more.