Scottsdale fiduciary advisors with a consultative approach to legacy planning: we inventory your accounts and beneficiaries, align titling and beneficiary designations, and coordinate with our in-office estate-planning attorney and CPA partners to implement the right documents and strategies.
Pre-retirees, retirees, and business owners who want their wishes documented, their assets titled properly, and beneficiaries protected—with everything coordinated to your retirement income plan and tax picture. Many Arizona families work with us to navigate community property considerations and state-specific planning needs.
We review TOD/POD designations, per-stirpes options where appropriate, and ensure all accounts align with your estate plan.
We offer notarization and witnessing services in-office, making it convenient to execute your estate documents properly.
We help retitle accounts, update beneficiaries, and coordinate paperwork so your trust is actually implemented—not just drafted.
We store signed copies of your estate documents in an encrypted, access-controlled portal and (with your permission) share read-only access with your attorney/CPA.
Charitable giving (DAF, charitable remainder trust), special-needs considerations, and business-owner basics (buy-sell, key person).
Introductions, prep, and meeting notes so your documents reflect your plan. (Attorney fees are separate.)
Our Role: We ensure these pieces work together, creating a bridge between your legal documents and financial reality.
Review all accounts, policies, and current beneficiary designations to identify gaps.
Ensure proper account ownership—individual, joint, trust, TOD/POD—matches your intentions.
Work with attorney to prepare/update wills, trusts, powers of attorney, and healthcare directives.
Retitle accounts and update beneficiaries so assets actually flow to your trust as intended.
Store signed documents in encrypted vault with controlled access for you, family, and advisors.
Our philosophy drives every decision, and our transparent pricing reflects our commitment to your success.
The income plan drives the portfolio—not the other way around.
A trust that isn't funded is just paper. We ensure implementation.
A dollar saved in taxes is a dollar that can fund life—or your legacy.
Estate, tax, and investment planning work best together.
Plans adapt as life changes—we review and adjust regularly.
Estate coordination is included in ongoing planning + portfolio management
In-office notarization/witnessing and secure digital vault access at no extra charge
Separate fees only if you engage professionals for document drafting or tax preparation
Our Scottsdale office—ideal for document signings and notarization.
Secure video meetings via Zoom for planning discussions and reviews.
Traditional phone calls for quick updates or detailed discussions.
No—we're not attorneys and don't provide legal advice. We coordinate with estate-planning attorneys (including our in-office partners) to ensure your documents align with your financial plan. Attorney fees are separate.
TOD (Transfer on Death) / POD (Payable on Death) are simple beneficiary designations that pass assets directly. A trust provides more control—timing distributions, protecting beneficiaries, and potentially avoiding probate for multiple assets. We help determine which approach fits your situation.
At minimum, annually and after any major life event—marriage, divorce, birth, death, or significant asset changes. We include beneficiary review as part of our regular planning meetings.
A pour-over will "catches" any assets not already in your trust at death and directs them into the trust. It's a safety net, but assets that pour over still go through probate—which is why proper trust funding during life matters.
Yes. We coordinate strategies like Donor-Advised Funds (DAFs), Qualified Charitable Distributions (QCDs) from IRAs, and charitable remainder trusts. These can provide tax benefits while supporting causes you care about.
Schedule a no-obligation introductory call to discuss how we can help align your estate plan with your retirement goals.
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