Estate Strategies that work with your Financial Plan

We help align your estate documents, investments, and tax strategy through our partnership with Wealth.com

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The Problem

No Estate plan = Probate

Most Estate Plans are created once and never revisited

Attorneys and Financial Advisors often work separately

Key details like taxes and beneficiary alignment get overlooked

Our Approach

We lead the planning based on your full financial picture

We facilitate your documents through Wealth.com

Your plan is supported by a legal team for oversight

We keep everything aligned as your life evolves

Why This Matters

Probate costs 3%-7% on average and is public knowledge

Your estate plan reflects your investments and strategy

Your accounts and beneficiaries stay properly aligned

Your family avoids unnecessary complications

Your plan stays current over time

What we help Coordinate

Trusts
Wills
Powers of Attorney
Healthcare Directive
Beneficiary Reviews

A Better Approach

Bridging the gap between legal documents and financial strategy

What is Probate?

Probate is the legal process that happens after someone dies, where a court:

confirms the person’s will is valid (if they had one)
appoints someone to handle the estate (an executor)
makes sure debts and taxes are paid
distributes the remaining money/property to heirs
Is the probate a process Public?

In most cases, once a will is filed with the probate court—or if there is no will—it becomes part of the public record, meaning people can often access:

The will
The estate inventory (assets and values)
Debts and creditor claims
Who inherits what
Executor/personal representative information

What is the cost of the Probate Process

As a general estimate, probate often costs about 3% to 7% of the estate’s total value

Does a Trust and or Will Avoid probate?

A properly funded trust can help assets pass outside of probate.
In contrast, if you rely solely on a will, your estate will generally be required to go through the probate process.