Estate Planning

What to consider when creating an estate plan.

Estate Planning Can Be Complex.

Estate planning can carry a lot of complexity.

Are you aware of how rules and regulations will impact your current plan in the event of your passing? 

  • What should I consider when creating my estate plan?
  • Which documents should I draw up during my life?
  • What kind of trust best suits my circumstances?
  • Which documents are critical to distribute my assets after death?
  • What information should I share with my beneficiaries?

Take a look at our Estate Planning Starter Kit to help better understand the estate planning process.

Please Note: Wealthspire is not a law firm. Wealthspire does not prepare legal documents.

Download the Estate Planning Starter Kit.