Coordination
Estate and Trust Coordination
Work alongside your estate attorney to make sure titling, beneficiaries, and trust funding actually match the documents that were drafted.
What this includes
- Beneficiary and titling review
- Trust funding verification
- Wealth transfer modeling
- Coordination with estate counsel
- Legacy and succession planning
Related services
Tax Coordination
Ongoing coordination with your CPA so investment decisions and tax positions are made in the same conversation instead of in April.
Risk Management and Insurance
Independent review of what a family is exposed to — liability, disability, long-term care, and identity — with no commissions on what gets recommended.