The documents you need
Will, durable power of attorney, healthcare directive, and — when appropriate — a revocable living trust. We make sure every adult in the family has them.
Estate Planning
Leave a legacy, not a problem.
Estate planning isn't about how much you have — it's about how clearly your wishes are written down. We coordinate with your attorney to make sure documents, titling, and beneficiary forms all tell the same story.
Beneficiary design
Beneficiary forms beat wills. We audit every retirement account, life policy, and TOD designation so nothing lands in probate by accident.
Trusts when they help
Special-needs, spendthrift, marital, and irrevocable life-insurance trusts — used only where they earn their complexity.
Wealth transfer in your lifetime
Annual gifting, 529 superfunding, and Roth-funded inheritance strategies that let you witness the impact.
What you can expect
- Document review (in coordination with your attorney)
- Beneficiary audit across all accounts
- Family meeting facilitation
- Digital-asset and password planning