Estate planning for
Business owners & executives
When you’ve built a business, managed teams, and driven growth, your legacy deserves more than a standard will. You need a plan that protects your business, your family, your values — and your peace of mind. That’s why we partner you with a seasoned estate-planning team and deliver a hybrid digital + hands-on process built for leaders like you.
Why Estate Planning Matters for Business Owners
You know better than anyone: time is money, and risk is real.
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If you become incapacitated, who runs your business?
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If you pass away unexpectedly, how will your business interests be valued or transferred?
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What about your family, your co-owners, your team, your pets or minor children?
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A professionally crafted estate plan isn’t just about asset distribution — it’s about continuity, control and clarity. Business-owner cases often demand more than the standard will or simple POA. According to leading estate-planning SEO guides, phrases like “business succession planning” and “estate planning for business owners” signal high-value, sophisticated needs.
team collaboration
estate professionals & financial advisory
You’ll work with a dedicated estate-planning team and support specialists while I coordinate the financial/operational aspects and ensure everything aligns with your overall business and life goals. This means your business systems, your executive needs, and your legacy are integrated.
Hybrid Implementation — Secure Digital Tools + In-Person / Virtual Guidance
We leverage secure digital platforms for document drafting and sharing (efficient for busy schedules). At the same time, you’ll have access to hands-on support — meetings (virtual or in-person), walkthroughs of key decisions, check-ins to ensure your team and family understand the plan.
Our platform also helps to digitally organize and simplify what and how your affairs will be administered.
Business and life evolve. So does your plan. We’ll schedule periodic reviews (e.g., after major business transitions, acquisitions, leadership changes, births, deaths) to keep your plan current.
This provides peace of mind!
Core Documents we help you implement
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Trust Documentation- Helps clients with avoiding probate and an efficient transfer of important assets.
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Revocable Living Trust
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Schedule of Assets
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Pour Over Will
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HIPAA Authorizations
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Living Will
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Power of Attorney
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Certificate of Trust
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Will documentation- Instructions for child and pet care and what should happen to assets.
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Last Will & Testament
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HIPAA Authorization
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Living Will
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Power of Attorney
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Guardian documentation- An affordable option for parents to assign care for their children.
Q&A
Who is this estate planning service a good fit for? Anyone who wants control of their assets.
How long does the estate planning process take? After gathering your information, an hour is a good estimate for the actual creation.
What information will I/we need?
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Designation who is going to get your assets, your beneficiaries.
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Instructions or Method of Distribution of assets to your beneficiaries.
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The selection of who will make financial decisions when you can't, selecting a Trustee/Executor/ Power of Attorney.
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The selection of who will make your healthcare decisions for when you can't.
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If minors, selecting a Guardian who will have physical custody
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Ask us for a Checklist to help get organized
We offer a complimentary consultation. Book a chat to answer any questions.