Put Your Wishes Into Words
Identify the people and causes that matter most. Thoughtful conversations can help your professional team understand the intentions behind your plan.
Estate & Legacy Planning
A Meaningful Legacy Starts With Intention.
Your legacy is about more than assets. Clarify what matters, organize essential information, and prepare for informed conversations with your estate attorney and loved ones.
Start A Conversation
The Questions That Matter
Care For The People And Causes You Love.
Begin with a conversation about your life. Then build the context for decisions that feel connected, considered, and personal.
Keep Information Organized
Create a practical inventory of accounts, important contacts, and existing documents. Review beneficiary information as your family circumstances change.
Coordinate Your Professional Team
Financial planning and legal documents need to work together. An estate attorney can advise on the legal tools appropriate to your circumstances.
Planning In Real Life
A Personal Story.
A Connected Conversation.
A family wants to support adult children and a favorite cause. Their discussion begins with priorities, existing documents, beneficiary information, and the questions to take to their estate attorney.
A hypothetical planning example, not a client result or recommendation.
Talk Through Your PrioritiesStart With Better Questions.
01What would you like to make possible?
02What feels uncertain right now?
03Which decisions are connected?
04What would a useful next step look like?
A Clear Way Forward
Your Estate & Legacy Planning Conversation.
01
Clarify Your Intentions
A purposeful conversation about your priorities, concerns, and the life you want to lead.
02
Organize Your Information
Organize relevant information and identify how different decisions influence one another.
03
Coordinate Legal Guidance
Turn the conversation into clear priorities, responsibilities, and practical next steps.
04
Revisit Life Changes
Revisit the plan when circumstances change and make room for new goals.
Before We Begin
A Little Preparation.
A More Useful Conversation.
Bring your priorities, your questions, and a sense of what you would like to change. A first conversation should help clarify the next step.
Write down your top three goals.
Note any upcoming changes or decisions.
List the accounts or documents you may want to review.
Think about the support you would find most useful.
Your Questions, Considered
Understanding Estate & Legacy Planning.
Can A Financial Planner Prepare Estate Documents?
Legal documents and legal advice belong with a qualified attorney. A financial planning process can help organize your financial picture and identify questions to discuss with your legal team.
What Happens In The First Conversation?
The first conversation is a chance to discuss what is on your mind, explore the type of support you want, and understand what a planning relationship could involve.
How Are Planning Fees Determined?
Planning fees depend on the scope of your financial picture, the services involved, and whether you need a focused engagement or ongoing support. Ask for a written explanation of fees, included services, and any additional costs before work begins.
Bring The Pieces Together
Explore Related Planning.
Your Next Step
Let’s Give Your Future
A Clearer Direction.
Bring your questions. Share your priorities.
Discover what a thoughtful financial plan could look like.