Estate planning is deeply personal. We work with attorneys to build your estate plan around your family, your values, and the legacy you want to leave behind.
Tailored estate plan design suited to your personal goals
Will-based estate plans
Trust-based estate plans
Power of attorney, included
Healthcare directive, included
Share your plan with family, advisors, and attorneys
On-demand fiduciary advice from a CERTIFIED FINANCIAL PLANNER™
Concierge client services and ongoing support
Successions
Steady guidance, when it matters most.
Settling an estate is rarely just a financial task. We walk alongside heirs and beneficiaries with patience and clarity, coordinating with attorneys and tax professionals so nothing is missed.
Heir and beneficiary support
Proper disbursement of inheritance to beneficiaries
Collaboration with tax professionals and estate attorneys
Fiduciary advice from a CERTIFIED FINANCIAL PLANNER™
Ongoing asset management
Investment oversight for trusts
Concierge client services with unlimited email support
Pre-death estate planning consultations to minimize future complexity
For Employers
Estate & succession services as an employee benefit.
Financial security and peace of mind for your team. A modern benefit that meaningfully reduces stress and supports retention.
Comprehensive estate planning support
Employees access professional help to create wills, trusts, powers of attorney, and healthcare directives, protecting their assets and the people they love.
Succession management expertise
Expert guidance on successions and the transfer of wealth, in collaboration with tax and legal professionals, through personalized consultations.
Concierge service and email support
Succession services simplify a stressful process so clients can focus on personal recovery and well-being.
Money, clarity, and the stories behind the numbers.
A letter from our team. Plain-language perspective on markets, life transitions, and values-aligned investing, written for the women we serve. No noise. No pitches. Unsubscribe any time.
