facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Estate Plan Coordination

For our Financial Planning and Wealth Management clients only, we have developed a relationship where our office can coordinate information to help provide you with an estate plan (including a revocable trust, will, financial power of attorney, medical power of attorney, and other documents) in a time-efficient and cost-effective manner.  Your estate plan is then prepared and reviewed in less than a week by leading industry professionals (estate planners/attorneys) to give you a professional estate plan.

Already have an Estate Plan?  No problem.

Even if you are in the minority of families that has completed their estate plan, this relationship can review your existing documents and provide a list of follow up questions to see if it is up to date.  If you know that a number of things have changed, this system can do brand new documents for you while using your existing trust name and date (this prevents having to re-register assets already in the trust).

Who can use this system?

We estimate that approximately 75% of estate plans are appropriate for this system.  If you are disinheriting children, feel like you have heirs that will litigate after your death, or have extremely unusual beneficiary needs, this system will NOT be for you.  We can refer you to one of our local estate planning attorneys for these needs.

If you have a young and growing family that wants to provide for your children in a responsible manner (spacing out distributions over time), this system is for you.

If you have put off doing your estate plan for YEARS because of cost, logistics in meeting with an attorney, or a simple lack of desire to talk about the inevitable, this system is for you.

The system can also handle situations where you may have a special needs child or a child who is not financially responsible.

The system will need to know the answers to five major questions:


1) Beneficiaries – Who is going to get everything? 

2) Method of Distribution – How are the beneficiaries going to get everything (ages, no restrictions, etc.)?

3) Trustee/Executor/Power of Attorney – Who will make financial decisions for you if you cannot?

4) Health Care POA – Who will make health care decisions for you if you cannot?

5) Guardian (if necessary) – Who will have physical custody of minor children?  

Sample answers and ways of thinking are provided in our Introduction to Estate Planning document.

Estate Plan Coordination Fees