Estate Planning Coordination

& Mapping Out Your Legacy


Aligning Documents, Assets, and Intentions


Estate planning coordination is designed to help ensure your documents, accounts, and beneficiary designations are aligned to reflect your intentions. Our goal is to help you develop a clear, organized plan that works for your family and coordinates with your professional advisors. This service does not constitute legal or tax advice. You should consult with qualified attorneys and tax professionals for guidance on estate planning legal documents and strategies.



Who This Is For


  • Individuals and families who have (or need) wills, trusts, or powers of attorney and want everything organized and up to date.​
  • Business owners, executives, and professionals whose assets span multiple accounts, entities, or states.
  • Anyone concerned about making things simpler for loved ones in the event of death or incapacity, rather than leaving a confusing paper trail, and complicated  predicament for surviving family members
  • Individuals or families experiencing major life changes—such as marriage, divorce, a new child, relocation, or a liquidity event—who want their documents and beneficiary designations to actually match their current reality



What Estate Planning Coordination Includes


  • Clarifying goals and priorities - We help facilitate discussions about your objectives and priorities for estate planning, working in coordination with your legal and tax advisors
  • Document and account review - We review how assets are titled and beneficiary designations to help identify potential coordination opportunities with your estate plan. This is informational only and does not constitute legal advice.
  • Implementation support - We provide organized information and financial planning input to support coordination with your attorney. The drafting of legal documents must be completed by qualified legal counsel.




Working With Your Attorney and Tax Professional


  • Collaborative approach - Encourage and support collaboration with your estate planning attorney and tax professional so everyone is working from the same information and objectives.
  • Keeping everyone on the same page - Help summarize financial information, ownership, and goals so your legal and tax advisors can focus on designing and maintaining the right structures.



Ongoing Review as Life Changes


  • Life event updates - Revisit your estate planning setup after major events such as marriage, divorce, birth of a child, sale of a business, significant inheritance, or relocation.
  • Periodic check-ins - Periodically review titling, beneficiaries, and key decision-makers (trustees, executors, agents) to ensure they are still appropriate and reflect current relationships and wishes.