Estate PlanNiNg

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Estate planning is one of the most misunderstood elements of financial planning because most people assume they need millions in assets to create a plan, or they think the legal documents are too expensive and time consuming. 

If 2020 and the COVID-19 crisis taught us anything, it’s that nothing is certain! We need to help our clients plan ahead for every eventuality. And that means encouraging each of our clients to have an estate plan in place. 

We've partnered with an outside financial technology company that specializes in estate planning. As a result, we can now offer easy, quick, and affordable estate planning services to our clients. 

1. Who do you want to inherit your assets?
2. How do you want the transfer to go?
3. Who should take care of your finances if you can’t?
4. Who should take care of your health if you can’t?
5. Who should take care of your kids if you can’t?

In many ways, answering these questions is the hardest part. Our FinTech partner not only has a team of estate planning experts creating and reviewing legal documents, they also partner with legal teams locally to make sure every estate plan complies with state and local rules. Documents are optimized as much as possible for tax savings and are created to incorporate as many “what if” scenarios as possible.

We will guide you and work together step by step to build a plan that is right for you and your family using a process backed by powerful technology that is simple to use, update and maintain. Our collaboration in this process will make things even easier and smoother for you, and an experience unlike any other you may have tried before. 

Clients will ultimately receive a will, trust, certification of trust, general transfer, property agreement (if needed), financial power of attorney, medical power of attorney (or advanced health care directive), and HIPAA release. These documents come with instructions and explanations for you to sign confidently. And we’ll help ensure your documents are properly filled out, signed and notarized so everything is done correctly.