includEs:

• Tailored estate plan design that suits your personal estate planning needs
• Will-Based Estate Plans
• Trust-Based Estate Plans
• Power of Attorney, included
• Health Care Directive, included
• Share Your Plan: Leave a legacy, not a mess, by easily sharing your estate plans with family, friends, and advisors.
• On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
• Concierge client services and ongoing support to ensure compliance and best practices
• For more complex estate planning needs, feel free to reach out with any additional questions

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Assistance with successions:

• Initial discovery/consultation
• Heir & beneficiary support
• Providing clear communication to heirs regarding the estate settlement process
• Ensuring proper disbursement of inheritance to beneficiaries
• Addressing any concerns or disputes among beneficiaries
• Working in collaboration with tax professionals and estate attorneys in managing income taxes for the estate and beneficiaries
• Providing guidance on capital gains, estate, and inheritance tax implications
• Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
• Managing ongoing assets, including real estate and business interests
• Assistance in liquidating or transferring assets in accordance with the estate plan
• Administering any trusts established by the deceased, including ongoing management and disbursements
• Ensuring compliance with the trust’s terms and legal requirements
• Coordinating with any existing trustees to oversee asset management
• Concierge client services & unlimited email support
• Providing pre-death estate planning consultations to minimize future complexities
• Offering financial planning guidance to help heirs manage inherited wealth

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Financial Security and Peace of Mind for Employees

• Comprehensive Estate Planning Support: Employees can access professional assistance to create wills, trusts, powers of attorney, and healthcare directives, ensuring that their assets and loved ones are protected. This leads to greater financial security for employees, which reduces stress and increases productivity.
• Succession Management Expertise: Employees who hold complex assets can benefit from expert advice on successions and the proper transfer of wealth. This is particularly valuable for key employees with substantial financial holdings.
• Personalized consultations to address individual financial concerns
• Resources that help employees take proactive steps toward financial security
• Concierge client services & email support