Will and Estate Planning

We understand that planning for the future is essential, especially when it comes to the well-being of your loved ones. Through Optimize Wealth Management, Fincor offers in-house will and estate management services. You’ll work with an experienced team of legal professionals that will give you peace of mind knowing your wishes for the future are respected and carried out. Will and estate planning will safeguard your legacy and ensures a smooth transition for your beneficiaries.

Will and estate planning that meets your needs

You’ll benefit from highly skilled and knowledgeable professionals who can provide expert advice tailored to your situation. Our will and estate planning services include a wide range of critical components, including drafting and updating wills, establishing trusts, creating powers of attorney, and developing strategies for minimizing taxes and probate fees.

In addition, we understand the importance of considering family dynamics when preparing a will. Thoughtful discussions and careful planning will help you create a plan that avoids conflict with your beneficiaries and meets your and your family’s needs.  

Finally, we understand that will and estate planning isn’t a one-time event. As such, we will catch up with you periodically to review and adjust as circumstances change. We commit to building long-term relationships with our clients in all our services. We’ll help ensure your will and estate plan continues to meet your needs now and in the future.

What is the process of will and estate planning?

Your will allows you to provide for those closest to you. The will preparation process follows eight steps to ensure it meets your specific needs:

  • Initial consultation with your personal will and estate planning team
  • Understand your assets, financial and family situation
  • Consider life insurance needs
  • Create a detailed will
  • Determine powers of attorney
  • Develop a strategy to reduce taxes and probate fees
  • Keep track of important information and documentation
  • Review and update your estate plan annually

Get started on your will and estate planning

Protecting your assets, securing your legacy, and providing for your loved ones are essential components of a comprehensive estate plan. We’ll put you in touch with experts who will guide you through the process, offering personalized solutions tailored to your unique needs and goals.

Contact Fincor Financial for more information.