Will & Trust Planning
Estate documents that hold — through a trusted referral, not a guess.
A will or trust only works if it's drafted correctly and coordinated with the rest of your financial plan — we make the right referral and keep the pieces aligned.
Estate documents — wills, trusts, powers of attorney — are legal instruments, and we don't practice law. What we do is help you understand whether you need them, what kind, and how they fit with your insurance, retirement, and beneficiary designations. Then we refer you to a qualified estate planning attorney who does the drafting.
A surprising number of financial plans break at the estate layer. Beneficiary designations contradict the will, a trust is funded incorrectly, or documents were never updated after a life change. We look for those gaps before you spend on legal work, so the attorney you see is the right one for the right reason.
Our referral network is built on trust, not commissions. We point you to attorneys we've worked with and whose work we've seen hold up — and we stay involved after the referral to make sure the documents coordinate with the rest of your plan rather than standing alone.
For most families, a will and basic powers of attorney are the floor. A trust becomes worth the cost when you have minor children, property in multiple states, privacy concerns, or an estate large enough to benefit from probate avoidance. We help you tell the difference so you pay for what you need.
The work we do together.
Needs Assessment
We review your family, assets, and existing documents to determine whether a will, a trust, or both is the right instrument — before you pay for legal work you may not need.
Attorney Referral
A warm introduction to a vetted estate planning attorney in our network, matched to your situation and the complexity of your estate.
Plan Coordination
We make sure your new documents align with your beneficiary designations, insurance, and retirement accounts so the pieces don't contradict each other.
Periodic Review
Estate documents age. We flag life changes — marriage, birth, relocation, a new property — that should trigger an update with your attorney.
A clear, four-step process.
Assessment
We review your family structure, assets, and existing documents to identify what estate planning you actually need.
Referral
We introduce you to a qualified estate planning attorney matched to your situation and the complexity of your estate.
Coordination
As your attorney drafts the documents, we ensure they align with your insurance, retirement, and beneficiary designations.
Review
We revisit your estate plan alongside the rest of your finances as life changes, flagging when documents need an attorney's update.
What people ask first.
Do you draft wills and trusts?
No. Wills and trusts are legal documents, and we don't practice law. We help you understand what you need, coordinate it with your financial plan, and refer you to a qualified estate planning attorney who does the drafting.
Do I need a trust, or is a will enough?
For many families a will and basic powers of attorney are sufficient. A trust is worth the cost when you have minor children, property in multiple states, privacy concerns, or an estate that would benefit from probate avoidance. We help you tell the difference before you spend.
Is there a cost for the referral?
Our assessment and referral are part of the advisory relationship — there's no separate fee from us. The attorney you're referred to will have their own fee structure, which they'll discuss with you directly before any work begins.
Let's talk about your plan.
Schedule a complementary consultation to see how will & trust planning fits your goals.
Schedule a MeetingLife & Health Insurance
Protect your future with dependable life and health insurance coverage. Life insurance offers vital security for you and your loved ones — including living benefits that let you access your policy's value during a serious illness — while health insurance shields you from unexpected medical expenses.
Retirement Planning
Plan for a confident retirement with a strategy built around your timeline, goals, and risk comfort. We model contributions, growth, and drawdown so your savings last through every chapter of life.
Complimentary Financial Consultation
Unlock your unique financial journey with a personalized strategy. Everyone's situation and goals are different — there's no one-size-fits-all solution. We meet personally, identify gaps, and build a plan aligned with your vision.