Estate Coordination

Estate Coordination

Estate Coordination

Estate Coordination for your future

Estate Coordination

Investable assets are often an important part of estate planning. We will work with your estate planning attorney to ensure your assets are properly registered and set up in accordance with your estate intentions.

Our financial planning process will catalogue and organize your important assets and liabilities, making estate planning easy to visualize and communicate to your executor or other trusted contacts. We can help facilitate next generation conversations.

Estate Coordination Services:

  • Work with your estate planning attorneys
  • Help organize your financial affairs
  • Account registration that aligns with your estate goals
  • Beneficiary designations
  • Facilitate next generation conversations
  • Work with your custodian to distribute estate assets
  • Handle more investment responsibilities, as your interest and/or ability wanes
  • Projections on various estate and tax scenarios
Talk to us about estate coordination today!

Our Approach

1

Assess

We take the time to understand your needs, wants and wishes.

2

Educate

Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.

3

Achieve

Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.

Assess

We'll take a deep dive into your current financial situation.
1

Assess

We take the time to understand your needs, wants and wishes.

Educate

Feel empowered and confident in your financial decisions.
2

Educate

Money is a tool. We will develop a plan for you and show you what you can accomplish with this tool. We are passionate about educating our clients about all financial related matters.

Achieve

Things change. We build in flexibility to adapt to your life.
3

Achieve

Once we have an understanding of your goals and how to accomplish them, we will implement the recommended strategy.

other services

Cash Flow Planning

Learn More

Investment Management

Learn More

Personal Risk Management

Learn More

Philanthropy

Learn More

Retirement Planning

Learn More

Tax Coordination

Learn More

What If Scenario Analysis

Learn More

Let’s begin today!