Planning

Effective estate management enables you to manage your affairs throughout your lifetime and control the distribution of your wealth after death. An effective estate strategy can also spell out your healthcare wishes and ensure they are carried out — even if you cannot communicate. It can even designate someone to manage your financial affairs if you cannot.

When you design a plan with us, we coordinate with you and your estate attorney to organize your affairs so that transferring your assets to your loved ones is seamless. It's important to note that having a will does not exempt you from the probate process, which can result in significant fees.

Let our team of planning professionals and user–friendly tools help you efficiently find the best way to transfer your legacy to your loved ones.

As a fiduciary, we are obligated to work in our clients' best interest. U.S. law and standards of professional conduct oblige fiduciaries to exercise a high standard of care, loyalty, and honesty in providing services to their clients and stakeholders. Indeed, the fiduciary is required to prioritize the interests of the beneficiary over their own.

To access our online planning assessment tool, please first introduce yourself. We'll try and contact you immediately. But in case we miss you, please schedule another date and time for a licensed professional to call you.

If you have any questions, please contact us:

• By phone: (888) 802-0999, available 24/7. (Se Habla Español.)
• By email: [email protected]
• By chat: 7AM - 10PM Eastern Time, seven days a week; click on the round red chat button on the bottom right of the screen.