Estate planning
We help align your estate documents, investments, and tax strategy through our partnership with Wealth.com.
No estate plan means probate. Most estate plans are created once and never revisited. Attorneys and financial advisors often work separately, so key details like taxes and beneficiary alignment get overlooked.
We lead the planning based on your full financial picture and facilitate your documents through Wealth.com, supported by a legal team for oversight, then keep everything aligned as your life evolves. Probate costs 3% to 7% on average and is public knowledge — a properly funded trust can help assets pass outside of it, where relying solely on a will generally cannot.
Best for: Anyone with a will they have not read since they signed it, or beneficiaries they have not checked in a decade.
- Cost of probate
- 3% to 7% of the estate, on average
- Probate record
- Public — the will, inventory and heirs
- Documents via
- Wealth.com, with legal oversight
- Review cadence
- Kept aligned as your life changes
What this covers
- Trusts
- Wills
- Powers of attorney
- Healthcare directives
- Beneficiary reviews, checked against the accounts they actually govern
Important disclosures
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
Next step
Start with a conversation, not a pitch.
An initial conversation, at no cost and no obligation. We look at what you have and how it is currently taxed before anyone recommends moving anything.
Scottsdale and the greater Phoenix valley · Monday to Friday, 9am to 5pm