Estate-Planning Coordination
Estate-planning coordination is designed to help align your financial plan with your estate-planning documents, in coordination with your legal professionals.
Who this may be appropriate for
Individuals and families who want their financial plan and estate documents to reflect the same goals.
Common planning considerations
- Whether beneficiary designations and account titling reflect your current wishes
- How your financial plan relates to your existing (or planned) estate documents
- How to coordinate updates with your attorney as circumstances change
Our approved process
- A discussion of your goals for beneficiaries and legacy
- A review of current beneficiary designations and account structures
- Coordination with your estate-planning attorney; we do not draft legal documents ourselves
Who we work with
Areas we serve
Frequently asked questions
No — we are not a law firm and do not provide legal advice or draft legal documents. We coordinate with your attorney on the financial aspects of your estate plan.