Estate & Generational Planning

Maintaining control of your assets

When you hear the words “Estate Plan” you likely think of the big leather-bound binder of fancy legal documents including wills and trusts. This binder is generally entombed in a “catastrophe-proof” box never to be seen or heard from again. The problem with that is your life changes, and your estate plan needs to change with it. Your plan should evolve with you.

As part of our Dashboard Planning Process we inventory ALL your key and legal documents. We work closely with your estate planning attorney to help ensure your family’s wealth makes its way to whom you want, when you want, and how you want in the most efficient and tax-effective way possible. We cross all the t’s and dot all the i’s, and then we catalog these documents in a secure, electronic Vault you can access from any device.