Is Your Estate in Order?

We help you focus on your estate needs.

We’ll discuss whether you’ve met with an attorney and if all the necessary legal documents are in place such as an up-to-date will, trust, healthcare directive, and Power of Attorney.

Do You Need a Trust?

We explore additional ways to protect your estate.

A Living Trust can detail your wishes on the management and distribution of your assets. We’ll consult directly with outside trust professionals on the necessary steps to transfer your assets into a trust under your control.

Do You Currently Have an Attorney or CPA?

We collaborate with necessary outside professionals.

We can coordinate meetings with your accountant, tax professional, and Estate and Trust attorney, or connect you with professionals within The CollaborativeWEALTH® Network for additional expertise and custody support of your plan of action.

Is It Time for a Family Meeting?

We lead the discussion of sensitive issues.

We’re here to facilitate meetings with your family and necessary outside professionals to address sensitive issues concerning your desires when it comes to your incapacitation, finances, personal healthcare, and funeral plans.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.