Create Your Estate Plan Today

Estate Planning

Our goal is to provide a simple and secure solution for your future. An Estate Plan fulfills the legacy of a Financial Plan and creates a peace of mind that is irreplaceable.

We are proud
to offer a cost-effective solution that can serve clients in all 50 states.

Every plan that we coordinate has the ability to include information that addresses conduit language for IRA’s, opportunities to convert shares to a Special Needs Trust or postpone distribution in exceptional circumstances (example: drug use) , state-specific requirements, flexibility plan for unknown changes in State and Federal Estate Tax Law, and more.

Trust
Property Agreement for Community Property States
Financial Power Of Attorney
Certification Of Trust
Deed(s) for Real property ($250/Deeds)
HIPAA Release
General Transfer
Medical Power of Attorney or Advance Health Care Directive
Will
1 %

Of Americans say they would like and Estate Plan, but haven’t gotten around to it yet*

1 %

Of Americans with a will believe that wills protect them for probate court after they pass away

Pay Me In Equity: A Millennial Guide to Understanding Equity Compensation | Part I: Pay Me In Equity

Part I discusses different types of equity and why it is important for tech professionals.

We’ve been fooled: equity is far more than we think it is. Pay Me In Equity, segmented in four parts, educates the under forty professional on understanding the details of the employer-sponsored plans while offering advice to anyone who seeks to design their wealth through growing their “personal equity.

Let's Create Your Estate Plan

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About us

We’ve worked hard to build the culture we have today, and every new member or preferred partner who joins us offers our clients even more value through their shared values, priorities and vision.