Planning to Plan - It Makes Total Sense

“Facing your own mortality is difficult enough. Add to that a system fraught with legal complexity, questions around trade-offs, and general misperceptions about estate planning – and it’s clear you could use a partner to help navigate you through the process.”

 By operating as a conduit between you and your estate attorney, we can help ensure your definition of success is met by reviewing your testamentary plan including: Wills, Living Wills, Powers of Attorney, Trusts, and other related documents. 

Identifying opportunities and providing advice around the testamentary plan:

  • Continually monitoring so that your implemented technique matches your goals
  • Supporting your beneficiary designation process and the selection of executors, trustees and guardians
  • Suggesting estate and gift tax minimization plans 
  • Educating on the change of estate and gift tax laws and regulations
  • Filling service gaps between advisors

We’ll also confirm that your plan is executed and properly supported by partners at The SEI Private Trust Company, which provides:

  • Trust administration
  • Corporate trustee services 
  • Fiduciary services
  • Compliance services
  • Custody
  • Document retention and electronic storage

Get started

If you’re ready to create a properly executed and supported testamentary plan: