An estate plan that matches the intent.
Working alongside your estate attorney to align titling, beneficiaries and trust structures with the legacy you actually intend — not what default forms produce.
A balance sheet that follows the documents.
Beneficiary audit
Every account, every form — checked against the plan and refreshed when life changes.
Titling alignment
Joint, TOD, trust-owned — coordinated so the plan you wrote is the plan that actually runs.
Trust funding
Trusts are only as good as what's inside them. We make sure the right assets are titled in.
Charitable strategy
DAFs, QCDs, and appreciated-stock gifting matched to your tax picture.
Generational coordination
Roth strategy, gifting limits, and 529s used together — not in isolation.
Document logistics
The right people know where the documents are, who to call, and what to do.
Coordinated with your attorney and your family.
With you and your attorney.
We read the documents together so nothing is taken for granted.
The balance sheet to the intent.
Titling, beneficiaries, and trust funding brought into agreement.
The next generation, when appropriate.
We help families have the conversations the documents can't.
For families whose plan was written years ago.
- Families with a taxable estate or one approaching the exemption
- Blended families balancing children from prior marriages
- Owners of closely held businesses or real estate partnerships
- Couples whose estate plans are 10+ years old and never re-funded
- Anyone who has documents but no idea whether they're current