Estate Planning & Coordination
WILLS • TRUSTS • GIFTING • SUCCESSION • CHARITABLE • CROSS-ENTITY PLANNING Integrated estate planning that balances tax efficiency, asset protection, and family legacy. We coordinate with attorneys, financial advisors, and fiduciaries to design customized plans that align your personal, business, and philanthropic goals — ensuring continuity, compliance, and peace of mind.
Our Key Services
What We Handle
Our Process
Discover
Assess assets, goals, family structure, and legacy priorities.
Design
Create a customized estate framework integrating tax, trust, and business strategies.
Coordinate
Work with attorneys, financial planners, and fiduciaries to implement the plan.
Optimize
Ensure all documents, titles, and designations align with the estate plan.
Monitor
Review annually to adjust for new laws, life changes, or asset growth.
Transition
Support executors and trustees to maintain continuity and compliance when the plan activates.