Estate & Trust Matters
Estate Plans Experts
We are a network of experienced FEE-ONLY financial advisers, CPAs and attorneys who help individuals, families and small business create and implement comprehensive estate planning solutions.
Whether you are looking to create or update a will, establish a trust, plan for your health and/or protect your legacy or get a second opinion, we will help you.
Click here to ask a FREE question or visit 1800ADVISER.COM to learn more.
→ ARE YOU THINKING ABOUT CREATING OR UPDATING A WILL?
Do you have the right beneficiaries? Assign an executor)? Guardians? Power of attorneys? Provide for burial arrangements? Our experienced team of advisers can help ensure your will considers your wishes and is properly drafted and executed.
→ HAVE YOU REVIEWED YOUR ESTATE PLAN?
Outdated wills and estate documents may not reflect your current wishes. For example. in the midst of a divorce, there are conflicts of interests and complexities. It is important you work with an expert team who can help you in a neutral and unbiased manner.
→ DO YOU LOVE PAYING TAXES?
Tax rates for estates are set to reach 55% in 2026. Changes in federal estate tax law are always occurring. Work with our team to make sure your plan is up to date.
The Best Estate Planning Network
For immediate access to our independent network of FEE-ONLY estate planning professionals, visit 1800ADVISER.COM. You can browse their biographies and select one or more to speak with. To learn more about the best estate planning network, watch our video, ask TheAdviser.com or visit 1800ADVISER.COM. What are you waiting for?
Our Estate Planning Services
Create A New Will
No matter what firm -- Fidelity, Nationwide, Vanguard or other, we will review your plan and help you optimize an investment strategy.
Estate Tax Planning
If you need help reviewing and selecting investments, we will review your 401(k) plan and help you. The right investment can make a huge difference.
At minimum, you should have an independent adviser review your investment strategy. Let's agree on what works best for you.
Health Care Directives
Changing jobs or retiring? We will review your situation with you and help you determine whether or not an IRA rollover is right for you.
A ROTH IRA or ROTH 401k contributions can provide you significant tax savings if your plan allows it. Let us help you.
Ready to start withdrawing? Don't make a mistake. When you work with us, we will share our views on what is the best thing to do.
Do you need help with a will or estate plan?