Estate & legacy
- a.Wills, trusts and beneficiaries
- b.Gifts to children and grandchildren
- c.One folder your family can find
Service
What happens next, written down
- First meeting
- Free · 45 min
- Fee
- Flat, never a percentage
The kindest thing you can leave is a plan your family can follow. We coordinate wills and trusts with your attorney, check every beneficiary, plan gifts and put it all in one folder they can find.
What it covers
- 01Wills, trusts and beneficiaries
- 02Gifts to children and grandchildren
- 03One folder your family can find
Best for
- Parents with young children
- Grandparents planning gifts
- Families with a business or property
Fee · Included in Family office · added to Ongoing on request
Questions
Only by you. A flat fee agreed up front — no commissions, no percentage of your assets, no products to sell.
Yes. 45 minutes on video, no obligation. If we can't help, we'll say so and point you to someone who can.
No asset minimum. The Plan works for anyone with a question worth answering — Ongoing suits people with investments to manage.
With a large independent custodian, in your name. We can advise and trade — we can never withdraw.
Very often that's when it matters most — income order, taxes and what you leave behind.
Yes — pay, pensions, succession and the sale, planned together with your accountant.
Low-cost index funds, set by your plan and rebalanced four times a year.
Your first step
Forty-five minutes on video with an advisor. You leave with three things to do next — whether or not you hire us.
- ✓Free, no obligation
- ✓An advisor, never a salesperson
- ✓Three next steps, in writing
Pick a time
You'll talk to Helena Marsh, CFP®