Estate Planning
We provide comprehensive estate planning support in two ways: coordinating with external estate planning attorneys to integrate your estate plan with your overall financial strategy, and offering in-house estate planning document preparation through Summit Estate Planning Services. Beyond planning, we specialize in guiding families through beneficiary transitions, handling 25-30 client estates annually and helping families navigate one of life's most challenging processes.
What's Included:
- Estate Planning Coordination: Beneficiary designation review, estate document analysis, trust funding and asset titling guidance, referrals to trusted estate planning attorneys, coordination between your financial plan and estate plan
- In-House Estate Planning Services: Trust creation and estate planning documents, coordinated implementation with Summit financial advisors
- Beneficiary Transition Support: Asset transfer guidance, trust administration coordination, paperwork assistance, discovery process support to ensure assets get to where they're supposed to go (we handle this multiple times per month)
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
