Estate Planning
We've partnered with Wealth.com, a leading digital estate planning platform, to make creating, understanding, and maintaining your plan easier than ever — coordinated with your broader financial plan.
Leave behind a meaningful legacy
If you wish to leave behind a meaningful legacy, be it for loved ones or a charitable institution, you need to put a well-thought-out estate plan in place. Without an established plan, the fate of your estate could be determined by the government, lawyers, or people that don't have your interests and best wishes in mind.
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with one of our trusted estate planning attorneys, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Our firm does not provide legal advice or services. Please consult your legal advisor or an estate planning attorney regarding your specific situation.
Who estate planning is for
How our Wealth.com estate planning process works
- Start onlineAnswer a simple, guided questionnaire from the comfort of home — no lengthy attorney meetings required to begin.
- Generate your documentsWealth.com produces personalized, state-specific documents: revocable living trusts, last will & testament, financial powers of attorney, and healthcare directives.
- Attorney-grade reviewYour plan is built on attorney-designed documents and reviewed for accuracy, so you can move forward with confidence.
- Coordinate with your advisorWe align your estate plan with your overall financial plan — making sure account titling and beneficiary designations match your wishes.
- Store & update securelyEverything lives in one secure digital vault, easy to access and update as your life and family change.
A complete estate plan, built around you
Revocable Living Trust
Keep your affairs private and help your family avoid the cost and delay of probate.
Last Will & Testament
Direct how your assets are distributed and name guardians for minor children.
Financial Power of Attorney
Authorize someone you trust to manage financial matters if you are unable to.
Healthcare Directive & HIPAA
Document your medical wishes and authorize loved ones to make decisions on your behalf.
Ester™ AI Document Insights
Upload existing estate documents and get a clear, visual summary of how your current plan works.
Secure Document Vault
Store wills, trusts, and key documents in one encrypted place your family can find when it matters.
What We Can Do For You
Will education
We can help you understand how to structure your will so your legal team can create a document that reflects how you want your estate disposed of and distributed. From a simple will to a testamentary will, or joint wills and living wills – our team will help you navigate the complexities of this document so you won't need to stress over specifics.
Creating Powers of Attorney (POA)
Whether it's to manage specific assets, such as investments, accounts, and real estate holdings, or to help others make health care decisions if you are ill or incapacitated, you need a POA in place to ensure your wishes are followed. A well-crafted POA will also smoothen how decisions about your final arrangements, and those related to your estate, are taken care of once you pass.
Choosing executors
The executors of your estate wield strong powers that determine how your estate is handled upon your passing. We'll help you understand the importance of choosing an executor(s) for your estate, and what criteria you should consider when appointing someone to discharge this all-important role – especially if minor children/guardians are involved.
Designating beneficiaries
If you don't choose beneficiaries for your assets carefully, your estate assets might end up in the hands of individuals that you never intended should benefit from them. A well-thought-out estate plan ensures the needs of your dependents are taken care of.
Minimizing estate taxes and probate fees
Taxes, fees, and other levies have the potential to erode a large part of your estate before your beneficiaries see one cent. Careful planning can reduce the impact taxes and fees may have.
Estate protection
Even after you pass, many of your assets – such as long-term investments and property – will likely need protection and management until they are disposed of and their proceeds are distributed to your beneficiaries. In the absence of an estate plan, your assets will likely not receive the type and level of protection those assets require.
Distribute your legacy
Our professionals can support you in synchronizing your estate plans and your will, so your assets are distributed in line with your final wishes.
Estate planning mistakes we help you avoid
- Naming beneficiaries once and never updating them after a marriage, divorce, or death
- Assuming your will covers retirement accounts and life insurance — beneficiary designations override it
- Signing documents, then never funding the trust or retitling the accounts it was meant to hold
- Letting a decades-old or out-of-state plan sit while your life and the laws both changed
- Keeping the plan a secret, so the people who must act can’t find or understand it
Estate Planning FAQs
Do I need a will or a trust?
A will directs assets through probate; a revocable living trust can pass them privately and without court involvement, at the cost of more setup. Which fits depends on your assets, family, and privacy preferences — our Wealth.com-powered process helps you decide and then produces the documents.
What does the Wealth.com estate planning process include?
A guided inventory of your wishes, attorney-drafted document templates for your state — wills, revocable trusts, powers of attorney, healthcare directives — plus a visual map of how everything flows. We coordinate it with your accounts, beneficiaries, and tax picture.
Do beneficiary designations override my will?
Yes — retirement accounts, life insurance, and transfer-on-death accounts pass by designation regardless of what the will says. This is the most common estate mistake we find, and aligning designations with documents is a standard part of our review.
How often should an estate plan be updated?
Review it at every major life event — marriage, divorce, births, deaths, a move between states, a business sale — and at least every three to five years. Documents that no longer match your life can be worse than none at all.
Is this a substitute for an estate attorney?
Wealth.com documents are attorney-drafted and state-specific, which covers most households well. For complex situations — special-needs planning, contested families, sizable estates — we will tell you plainly and coordinate with an attorney.
Estate planning, explained by our advisors
I Inherited an IRA From My Parent. What Should I Do Now?
Inherited an IRA from a parent? Here is what to check first, how the 10-year rule works, and the tax-planning decisions that can shape your outcome for the next decade.
How Inherited IRA Withdrawals Can Trigger IRMAA Medicare Surcharges
Delaying non-spouse inherited IRA withdrawals to the final years can spike your income and trigger costly Medicare IRMAA surcharges. Spreading withdrawals across the 10-year window may help you stay under those thresholds.
Why Trusts Aren't Always the Best Fit for Your Estate
A trust is a powerful estate planning tool, but it isn't right for everyone. Here is how trusts work, who truly needs one, and when a simpler plan wins.
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Schedule a meeting with us to see what an estate plan can do for you.
Let's protect what matters most — and make sure your estate benefits the people and causes you care about.