Financial Planning Support & Estate Coordination

This service provides a structured review of your current financial and estate setup, focused on organization, clarity, and alignment. The process begins with a discussion of recent life changes such as marriage, children, home purchases, or career shifts, since these directly impact how assets should be positioned and protected. The goal is to help you understand where you stand today and identify areas that may need attention, without providing legal or investment advice.

A core part of the process is reviewing the four foundational estate documents: Last Will and Testament, Revocable Living Trust, Financial Power of Attorney, and Advance Healthcare Directive. Each document is evaluated based on whether it exists, when it was last updated, and how it aligns with your current situation. This ensures that responsibilities, asset distribution, and healthcare decisions are clearly documented and consistent across your overall plan.

The service also includes a detailed asset inventory and coordination review. Assets are categorized by tax treatment, liquidity, and intended purpose, helping determine whether your current structure supports your family during life and after death. Life insurance is reviewed for coverage, beneficiaries, and potential gaps in providing liquidity for expenses, taxes, or transitions. The process concludes with clear next steps, including document organization, referrals to attorneys or CPAs when needed, and scheduling follow-up reviews to keep everything aligned over time.