Clarity, Control, and Continuity for Your Legacy
Today and for the Next Generation
Zach & his team believe estate planning is about more than just transferring assets. It’s about protecting your legacy, ensuring your wishes are honored, and providing peace of mind for your loved ones. Whether your goals include minimizing estate taxes, protecting beneficiaries, or simply gaining clarity on your current plan, we’re here to help.
We’re excited to soon roll out a powerful new tool in our planning process: Vanilla, a state of the art estate planning platform for financial professionals. This cutting-edge technology enables us to scale estate advisory for every client making estate planning more accessible, efficient, and insightful than ever before.
Why Estate Planning Matters
Proper estate planning allows you to:
- Protect your family and beneficiaries
- Avoid unnecessary estate taxes and legal costs
- Prevent confusion or conflict in times of transition
- Ensure your wealth aligns with your values and intentions
Meet Our Modern Approach
The Future of Estate Planning is Here
Our team brings a modern and interactive approach to an often complex and emotional topic making it easier for you to understand your options, make confident decisions, and involve the next generation when the time is right.
What Vanilla Will Bring to Our Estate Planning Process
Onboard clients quickly and gather the right information in minutes
Summarize estate documents such as wills, trusts, POAs, and healthcare directives
Build comprehensive plans using powerful automation and visualization tools
Identify gaps in your current estate plan and recommend strategic opportunities
Calculate federal and state estate tax exposure, liquidity needs, and inheritance waterfalls
Create new planning documents, where applicable, in collaboration with your estate attorney
Organize and visualize your full estate structure, creating clarity for both you and your heirs
Offer a secure, collaborative online space to store and access estate documents anytime
The Future of Estate Planning is Here
We’re committed to staying at the forefront of estate and legacy planning, combining the power of technology with the personal attention you expect from a trusted advisor.
Whether you already have an estate plan in place or are starting from scratch, our upcoming integration with Vanilla will allow us to support you every step of the way from discovery and strategy to document creation and ongoing updates.