Services
Estate Planning Coordination
Making sure your accounts, beneficiaries and wishes line up with the documents your attorney prepares.
An estate plan only works if your accounts match it. We do not draft legal documents or give legal advice. What we do is coordinate the financial side with the attorney who does.
How we help
- Review how accounts are titled and who is named as beneficiary, and flag mismatches.
- Work with your estate planning attorney so the financial plan reflects the legal plan.
- Help you think through your goals for family, charitable giving and the transfer of a business or other significant assets.
- Revisit the plan after life events such as marriage, a new child or grandchild, a move, or the sale of a business.
If you do not yet have an attorney, we are glad to talk through what to prepare before you meet with one.