Allegacy Wealth Management®
Our services

Estate Planning

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Protect your legacy with a plan designed around your wishes and your family

Planning today for the legacy you want tomorrow

Estate Planning Services help ensure your assets are distributed according to your intentions while supporting the people and causes that matter most. We review your estate documents, beneficiary designations, and financial accounts to make sure your legacy reflects your wishes and long-term vision.

Coordinated estate strategy

Estate Planning Services begin with understanding your overall financial picture. We review how your investment accounts, retirement plans, insurance strategies, and beneficiary designations align with your estate intentions.

Trust and beneficiary alignment

Beneficiary designations and account titling can directly impact how assets are transferred. We help evaluate whether your accounts are structured to reflect your estate planning goals.

Liquidity and asset distribution planning

Certain estate strategies require thoughtful liquidity planning. We assess how assets may be accessed, distributed, or preserved to support your intentions and provide clarity for loved ones.

Integrated legacy coordination

Estate Planning Services are connected to retirement income planning, investment strategies, and protection planning. Your legacy plan works as part of a coordinated wealth approach — not in isolation.

How Estate Planning services work

We approach estate planning as a collaborative process focused on clarity, coordination, and long-term alignment, and at a minimum recommend 3 documents, Last Will and Testament, health care directives, and Durable POA.

01
Review your current estate structure

We discuss wills, trusts, beneficiary designations, and account ownership to understand your existing plan. 

02
Identify alignment opportunities

We evaluate whether your financial accounts and protection strategies support your documented estate intentions.

03
Coordinate with your team

We work alongside your attorney, tax advisor, and other professionals to help ensure your estate strategy is aligned across your financial relationships.

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Let’s align your legacy with your intentions

Estate Planning Services are most effective when they are connected to your overall financial strategy. Our team is here to help you plan with clarity, confidence, and coordination.

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Your questions, answered

Estate Planning services begin with a review of what estate documents you have or what may be missing. This includes reviewing beneficiary designations, coordinating investment and retirement accounts, assessing liquidity considerations, and aligning financial strategies with your documented estate intentions.

Not everyone requires a trust. Estate planning needs vary based on your assets, family structure, and goals. We help evaluate how your financial accounts align with your broader estate strategy.

Estate plans should be reviewed periodically and after major life events, such as marriage, divorce, the birth of a child, or significant financial changes.

We coordinate financial strategies and work alongside your attorney, who prepares legal estate documents.

Estate planning and retirement planning are closely connected. Income strategies, beneficiary designations, and account structures should work together to support both lifetime goals and legacy intentions.

We’ve partnered with Trust & Will, a leading online estate planning platform, to offer you an exclusive discount on wills and estate planning services. With simple, secure tools, you can create a will, set up a trust, or manage a loved one’s estate—quickly and on your terms.

Disclosure

“Allegacy Wealth Management” is the brand name used by certain employees of Allegacy Financial Federal Credit Union who provide securities, advisory, and insurance products and services offered through LPL Financial (LPL) and /or its licensed affiliates. 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Allegacy Financial Federal Credit Union and Allegacy Wealth Management ® are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Allegacy Wealth Management®, and may also be employees of Allegacy Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Allegacy Financial Federal Credit Union or Allegacy Wealth Management®. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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