Estate Planning

Understanding estate planning.

Estate planning is for the living, healthy individual and family. It's a life-long process that gives you peace of mind knowing your wishes will be carried out. PlanWell coordinates the financial and insurance side of this process — we do not replace the advice of a qualified estate planning attorney.

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What estate planning involves

Estate planning is a life-long process that evolves with your life situations and choices.

Important Decisions

Who gets what assets and when?
What are your end-of-life choices?
What legacy do you want to leave?
Who will become Guardian of your children?
Who will make decisions for you?

Ongoing Management

Financial matters decided in advance
Medical and end-of-life issues addressed
Important information organized
Plan kept current with life changes
Trust properly funded and maintained

Components of a comprehensive estate plan

Estate planning is not one size fits all. Common components of an estate plan may include the following, depending on your circumstances and advice from a qualified attorney.

Revocable Living Trust

Naming of a Trustee and Successor Trustee. A Living Will with Advanced Medical Directives. Guardian designation for minor or disabled children. End of life instructions.

Durable Power of Attorney

Power of Attorney over financial matters. Power of Attorney over medical matters. HIPAA authorization.

Beneficiary Designations

Life insurance policies. 401(k) and retirement accounts. Other relevant assets.

Benefits of having an estate plan

Protect Your Loved Ones

Help provide for your family's financial security and help avoid unnecessary legal expenses that often come with probate.

Guardianship Decisions

Name guardians for minor children or adult disabled children rather than leaving it to the court system.

Avoid Probate Delays

Distribute assets in a timely, efficient manner without the expense and time delays of Probate Court.

Protect Your Privacy

Unlike probate, which is generally public, assets properly administered through a trust may provide greater privacy.

End-of-Life Decisions

Make your own healthcare decisions in advance through an Advanced Healthcare Medical Directive.

Business Planning

Ensure your business has a well thought-out succession plan for smooth transfer of ownership.

Legacy and estate planning coordination

We also help clients think through how beneficiary designations, insurance strategies, and revocable living trust planning may fit into a broader retirement and legacy strategy, in coordination with legal and tax professionals. Whether you are exploring revocable living trust planning or estate planning coordination, our team can help you evaluate how financial decisions align with your goals.

Life Insurance Planning → Will & Trust Quiz →

Ready to get started?

Advanced planning will give you peace of mind that money cannot buy. Let us help coordinate the financial and insurance elements of your legacy plan with qualified legal and tax professionals. Schedule a Review →