Estate Planning for Clients: A New Service at Summit Oak Advisors
Helping You Plan for the Future.
As part of helping you manage your financial life, we are excited to introduce a new service that allows us to help clients create estate planning documents right here in our office. Estate planning is simply the process of making sure your wishes are clearly documented so your assets are handled the way you intend, and the people you care about are protected. The No.1 reason people say for not having an estate plan is they just haven’t gotten around to it yet.
Who Needs Estate Planning?
Many people believe estate planning is only for the very wealthy or something that can wait until later in life. In reality, anyone with family, property, investments and valuables can benefit from having a basic plan in place. Without an estate plan decisions about your assets may be left to the courts, which can create unnecessary stress for loved ones. In fact, about 72% of Americans do not have an up-to-date will, which shows how common it is to delay this important step.
What Documents Are Included in an Estate Plan?
Through a platform called Wealth.com, we can now help clients easily create state-specific estate planning documents, including:
- Trusts
- Last Will and Testament
- Financial Power of Attorney
- Advance Health Care Directive
These documents help ensure that your financial decisions, healthcare preferences, and asset distribution are handled according to your wishes. The process is simple, guided, and designed to make estate planning easier to complete.
A Simple Step to Protect Your Family.
Estate planning is about caring for the people and things that matter most to you. If you don’t yet have a plan in place, or if it has been several years since you reviewed your documents, this new service allows us to work together to make sure everything is organized and up to date.
Neither Summit Oak Advisor nor Kestra IS or its affiliates provide legal or tax advice regarding estate planning laws.