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Secure Your Legacy with Ease

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Estate planning is a crucial step in protecting your loved ones and securing your financial future. Our streamlined approach makes it simple, efficient, and cost-effective.

A Comprehensive Estate Plan -

Made Simple

For our Financial Planning and Wealth Management clients, we’ve partnered with AEP, a team of experienced estate planning professionals, to cost and time efficient way to create or update your estate plan. This includes:

• Revocable Trust-Based Estate Plan

• Will-Based Estate Plan

• "Basic Documents"

  • (Power of Attorney - Financial and Health Care Powers of Attorney, HIPAA Release)

• Other Essential Documents

  • Deed Transfers - Business, Mortgage, Lease and Rights Assignments - Custom Trust Funding Instructions

    
    

Your documents are quickly prepared and reviewed by top estate planners and attorneys to ensure accuracy, and alignment with your financial goals. For clients opting to complete trust-based estate plans, proper trust funding is essential, and our financial experts work alongside AEP’s support team to guide you through this process.

Already Have an Estate Plan? Let’s Ensure It’s Up to Date!

If you already have an estate plan, great! But laws change, assets grow, and your personal circumstances evolve. AEP can provide a review your existing documents with a list of key considerations. Then, if needed, they can help you request updates to your existing trust while preserving it's name and date—saving you time and avoiding the hassle of re-titling assets.

Is This Service Right for You?

We estimate that 85% of adults in need of an estate plan are an excellent fit for this service.

• Young or Growing Families – Ensure your children are provided for responsibly with structured distributions.

• Busy Professionals –AEP offers reasonable, transparent pricing and all meetings are remote.

• Future-Proofing Needs – Whether you may require a Special Needs Trust or Spendthrift Provisions, your estate plan will adapt to your family's unique changes.

  
  

However, if your estate involves complex circumstances—such as disinheriting children, anticipated legal disputes, or highly specific beneficiary needs—our team will refer you to a trusted local estate planning attorney.

Five Questions Your Estate Plan Answers

1. Who will inherit your assets?

2. How will those assets be distributed? (Age-based restrictions, full control, etc.)

3. Who will make financial decisions for you if you're incapacitated or pass away? (Trustee/Executor/Power of Attorney)

4. Who will make health care decisions on your behalf? (Health Care Power of Attorney)

5. Who will care for your minor children? (Guardians(s))

   
   

Completing your Estate Plan provides real peace of mind and can eliminate future confusion. The process may shed light on issues regarding the ownership or beneficiary designations of your assets. Your trustee, executor, and beneficiaries will appreciate the clarity and organization. It alleviates a significant source for the burden and frustration some might feel during the process of estate administration.

Get Started Today

Don’t wait—secure your family’s future today. Contact us to begin your estate planning journey!