You've worked hard to achieve your success and would like to leave a meaningful and enduring legacy that represents your dreams and values. We understand that translating these wishes into an actionable plan takes more than a passing effort.

Our Fellows Financial estate planning services will help you:

  • Seamlessly pass your legacy on to your heirs
  • Invest your assets appropriately to maximize growth
  • Set up directives for loved ones who need special care
  • Distribute asset gifts
  • Minimize any taxes
  • Add a protective element that shields your assets from creditors

Our Estate Planning Process

Part of our strategic estate planning process involves identifying and developing the individual components that will legally uphold your wishes.

Will

The first part of this process is to create or update your will. This legal document details your wishes, including identifying an estate administrator, a caregiver for your minor children, and distribution of your property. Working with our legal team or yours, we will review your current will or help you develop a new one.

Life Insurance

Destined as a beneficiary at your death, a life insurance policy can help your loved ones pay off debt, cover expenses, and enjoy an extra layer of financial security. We will review your current policy (or help you secure a new one) to ensure it meets your needs.

Trust

Designed to hold your assets for the benefit of your designated recipients such as your children or spouse, a trust will help protect your assets after you’re gone. Trusts are created by attorneys, either yours, one we can recommend or Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Gifts

Why wait to transfer your assets until after your death? Your estate plan can specify any gifts you distribute during your life to family, friends, or charitable organizations.

Taxes

Taxes can hit assets hard, but through careful planning and preparation, we can minimize their impact. We work with tax experts and use the latest tools to help you keep more of what you’ve earned.