Defining a lasting legacy for future generations
Estate planning involves much more than simply having a will. It requires developing a comprehensive and considered strategy to ensure your wishes are properly carried out.
Our estate planning services help set up family trusts, establish guardianships, manage tax implications and structure investments to align with your goals.
We also work with a team of strategic partners to support our clients with legal requirements for their estate, such as drafting wills, power of attorneys and other critical legal documents.
How it works
Building up wealth takes a lot of hard work. We help our clients maintain what they’ve created and preserve it for years to come.
Our estate planning services are designed to ensure your estate is structured in the most efficient way possible. Here’s how it works:
Conduct a review of your estate
We’ll audit your existing estate plan, reviewing documents such as wills, power of attorney and other legal documents. We’ll also review beneficiaries listed on all insurance policies and financial accounts. Finally, we’ll review your financial plan to ensure it aligns with your estate plan.
Define your estate planning goals
Working together, we’ll put together an estate plan that meets your needs as well as the needs of your loved ones. We’ll help structure your estate in the most tax-effective way, as well as setting up family trusts, as well as leaving money to charities, and any business successors.
Partner with a strategic legal expert
When legal expertise is required, we can put you in touch with our team of trusted legal advisors to help you get the documentation you need for your estate plan.
Monitor, review and optimize
As part of our financial planning review, we’ll reevaluate your estate plan annually to ensure it’s still fit for purpose. If changes to your beneficiaries, plans or wills need to be made, we’ll work with our partners to ensure your estate plan is updated to reflect your changing needs.