Estate Planning

The death of a loved one is never an easy thing to manage, but you can make it easier for your family and beneficiaries by preparing a stable and thorough estate plan. Proactively organizing your assets in a trust and setting clear instructions on how to carry out your will can significantly reduce both the emotional and financial burdens your beneficiaries may experience once you’re gone.

Whether you are a millionaire or not, the benefits of establishing a trust and/or will are incomparable, as such legal documents ensure that your affairs are managed according to your specifications. Without an estate plan in place, decisions regarding your medical care, asset distribution, and final arrangement will be made without your input.

Team of Experts

When you work with Profectus Financial, you also work with a team of experts who specialize in estate planning. Together, with any estate attorneys you might already employ, we can help you determine which options and strategies best suit your needs, and develop a sound blueprint for realizing your goals. With a team of professionals working together on your behalf, you can then take a step back from these responsibilities and depend on us to facilitate the management of your affairs. This will lessen the burden of your estate plan on both you and your beneficiaries, as all of your information is in one place. By communicating and translating complicated tax and legal information related to your estate, we can make a difficult time for your beneficiaries just a little easier.