Estate Planning

It’s not for you, it’s for them.

Leaving your beneficiaries in a better place is what you want. This often entails a detailed strategy to efficiently transfer assets during and after your lifetime.

Mapping it out

  • Review current estate planning documents and estate flow chart

  • Assist in the development of new estate documents

  • Recommend updates to accounts with the appropriate beneficiary and transfer structures

  • Discuss the efficiency and viability of establishing trust(s)

  • Coordinate with your legal partners*

    *Included for Enhanced Wealth Management clients