01
An estate document review
Wills, trusts, and powers of attorney checked for gaps — then re-checked every few years, not every few decades.
What this covers
Passing wealth cleanly takes more than documents — it takes documents that match your accounts, beneficiaries that match your wishes, and children who know what to do. We build that with your attorney and keep it current as life changes.
- Estate documents reviewed and kept current
- Beneficiary audits on every account
- Business transitions on your timeline
What's Included
Everything handled for you.
02
A beneficiary audit
Every retirement account, policy, and transfer-on-death registration confirmed to match your wishes — forms override wills.
03
A giving strategy
Charitable plans that lower taxes while giving more, from bunching to donor-advised funds to QCDs.
04
Business succession
Buy-sell planning, valuation timing, and exit sequencing for owners — on your timeline, not a buyer's.
How It Works
Three steps, thirty days.
STEP 01
Inventory everything
Documents, accounts, beneficiaries, and business interests listed in one place for the first time.
STEP 02
Close the gaps
Stale forms fixed, missing documents drafted with your attorney, titles and trusts aligned.
STEP 03
Keep it current
Annual beneficiary check plus a full review after every birth, death, marriage, or move.
Questions about Wealth Management
Do you replace my estate attorney?
No. Legal documents stay with your attorney — we make sure they exist, stay current, and actually match your accounts.
We already have a trust. Are we done?
Often not. Most trusts we review were never funded properly or name outdated beneficiaries — a review usually finds something worth fixing.
How do you help with a business transition?
We model exit timing against taxes and retirement income, coordinate valuation and deal structure, and make sure the proceeds land in a plan.
Get Started
Talk through Wealth Management with an advisor.
Book a free 30-minute call — we'll map your next three moves whether you hire us or not.