Estate planning made clear with expert guidance

Guided Estate Planning with a Financial Planner

Our approach integrates a CERTIFIED FINANCIAL PLANNER® to coordinate your estate plan, ensuring clarity and tailored advice. We simplify complex decisions and connect you with attorneys when needed, so your plan fits your unique situation.

Guided Estate Planning Process

1

Initial Consultation and Assessment
We begin by reviewing your current financial situation and estate goals to identify your unique needs and priorities.

2

Collaborative Plan Development
Our Certified Financial Planner coordinates with you to create a tailored estate plan, integrating financial strategies and legal considerations.

3

Ongoing Support and Referrals
We provide continuous guidance throughout the process and refer complex cases to trusted estate attorneys when necessary.

Why Choose a Financial Planner?

A Financial Planner coordinates your estate plan, ensuring all elements align with your financial goals and personal needs.

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Clear Guidance Through Complexity

Our planners break down estate planning into manageable steps, helping you understand each decision and its impact.

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Tailored Support and Referrals

For complex cases, we connect you with trusted attorneys, providing seamless support beyond financial planning.

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Confidence in Your Plan

With expert coordination, your estate plan reflects your wishes accurately, reducing stress and future uncertainties.

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Estate Planning FAQs

Get clear answers to common questions about our guided estate planning process. Understand how working with a Financial Planner can simplify your planning and when legal expertise is recommended.

  • What is guided estate planning?

    Guided estate planning involves working closely with a Financial Planner who helps coordinate your financial and legal needs, ensuring your plan fits your unique situation and goals.

  • How does a Financial Planner assist in estate planning?

    A Financial Planner organizes your assets, clarifies your objectives, and helps you understand the necessary documents, making the process straightforward and tailored to your needs.

  • When should I consult an attorney?

    For complex estate matters such as trusts, tax issues, or unique family situations, we refer you to a qualified attorney to ensure all legal aspects are properly addressed.

  • Can I complete estate planning remotely?

    Yes, our services are designed for convenience. Meetings are conducted via Zoom, allowing you to complete your estate planning from home or office without hassle.

  • What documents are needed for estate planning?

    Typically, you’ll need a will, power of attorney, healthcare directives, and beneficiary designations. We guide you through gathering and understanding these documents.

Ready to Plan?

Our guided approach helps you build a clear, coordinated estate plan with expert support every step of the way. Contact us to begin your personalized planning process.

Plan your estate with expert guidance tailored to your needs.

Schedule a consultation to start your personalized estate plan today.