Allegacy Wealth Management®

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.

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.