Estate Planning

Estate Planning

Turn your intentions into an implemented estate plan

Estate planning is about more than deciding who should inherit your assets. A complete plan may address who can manage your affairs if you become unable to do so, who will make healthcare decisions for you, how assets will pass to your family, how minor children or other beneficiaries will be protected, and how your financial accounts should be titled and maintained.

Oak & Shepherd helps clients consider these decisions as part of their broader financial lives. Through our relationship with Wealth.com, clients can also access a guided estate-planning platform and qualified estate-planning attorneys to help prepare and review important legal documents.

Depending on your circumstances, the process may include wills, trusts, financial powers of attorney, advance healthcare directives, beneficiary planning, and other estate-planning documents. We also help address the financial implementation that follows document creation. This can include reviewing beneficiary designations, coordinating the ownership of investment accounts, assisting with trust funding, evaluating life insurance, planning for a surviving spouse, and keeping the estate plan aligned with your financial plan.

Estate-planning legal services and documents are provided through Wealth.com and participating attorneys. Oak & Shepherd Wealth Management does not act as a law firm or independently provide legal advice.