Estate Planning
Building a Legacy: Comprehensive Wealth Alignment and Estate Planning with Truly Aligned
At Truly Aligned Wealth Management, we view wealth management as more than just an investment strategy—it’s about aligning your entire financial journey with what truly matters. As wealth managers, we know that a successful wealth management plan doesn’t stop at building wealth; it extends to safeguarding it through thoughtful, comprehensive estate planning. Our team of wealth advisors and managers works closely with you to ensure every aspect of your financial life supports your values and goals.
What is an Estate, Trust, & Will?
Estate planning might seem daunting, but it’s about ensuring your assets are handled according to your wishes. Simply put, estate planning helps you avoid probate, protect assets, and create a clear plan for your loved ones.
Here’s how a few key documents can fit into your life:
- Will: A will allows you to specify how you’d like your assets divided. It also enables you to appoint guardians for any minors. However, assets named in a will may still go through probate court. Probate court is where a judge oversees the distribution of a person’s belongings after they pass away, ensuring everything goes to the right people. It can be slow and costly, so some people use tools like trusts to avoid it and keep things private.1
- Trust: If you want greater privacy, tax efficiency, and to bypass probate, a trust might be the best option. Trusts provide flexibility to manage assets both now and in the future. They’re especially useful for anyone with significant assets, real estate, or a desire to ensure their wishes are honored without court involvement.
- Healthcare Directive: Also called a living will, this document outlines your preferences for medical care if you’re ever unable to communicate your wishes. It’s a way to make sure your healthcare choices are respected.
- Power of Attorney: This gives someone you trust the authority to make financial or healthcare decisions on your behalf if needed—a safeguard for times when life takes an unexpected turn.
Why This Matters for You
While accounts like your 401(k) and the investment accounts we manage have designated beneficiaries and skip probate, estate planning addresses everything else. When we talk about estate planning, we mean a comprehensive approach to managing all your assets—your home, personal items, and other significant assets that don’t automatically bypass probate.
For those who own a home, have children, or hold substantial assets, setting up a trust can be especially valuable. It ensures your assets are managed smoothly and in line with your wishes, offering privacy, control, and greater confidence without the complications of probate.
Our Estate Planning Review of Your Documents
At Truly Aligned, we take a thoughtful approach to your estate planning needs, reviewing each document to ensure it’s aligned with your values and goals. We’ll look over your will, trust, healthcare directives, and powers of attorney, along with beneficiary designations on all retirement accounts and life insurance policies to ensure three things:
- All documents reflect your core values, goals, and financial plan.
- Everything is properly executed—often, when we review assets like a home, they’ve never been moved into the trust. We will make sure that gets done.
- Every document integrates seamlessly with your entire wealth strategy.
Setting up or Reinstating a Trust: Comprehensive Support for a Seamless Process
If you need help setting up a new trust or reinstating an existing one, we’ll manage the entire process from start to finish, so you don’t have to stress about a thing. Our clients value the ease and confidence that comes with our support; we gather all the necessary information, handle the paperwork, assist with notarizing trust documents, and transfer assets into the trust, including real estate. By ensuring everything is set up smoothly, we relieve you of the stress of establishing or updating your trust and ensure that your wishes are fully protected and carried out.
The Truly Aligned Advantage
As wealth managers, we don’t just manage wealth; we create life-aligned strategies designed to empower, protect, and uplift your life’s goals. Through this comprehensive approach, you gain greater clarity, confidence, and control over your financial life. Our focus on aligning your wealth—through investment, insurance, and estate planning—ensures your financial journey resonates with your life’s purpose, reducing stress and letting you focus on what truly matters.
Ready to Align Your Wealth with Your Life?
Schedule a call with Truly Aligned Wealth Management, and let’s start crafting a wealth alignment strategy that connects your financial world with your values. Our wealth managers and advisors are dedicated to making every part of your journey reflect what’s most important to you.
1LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.
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