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Thought leadership series
Do I need a lawyer for my estate plan or can my financial planner handle it?
Do I need a lawyer for my estate plan, or can my financial advisor handle it? You likely need both. And they need to be talking to each other. An estate planning attorney creates the documents. A financial planner then makes sure all those wishes reflected in the documents show up in your accounts and overall financial plan. And good coordination between the two should save you a whole bunch of time and headaches. Here are some common disconnects when putting your estate plan together: 👉The trust gets created, but the accounts never get retitled. 👉The will gets updated, but the beneficiary designations still point somewhere else. 👉The documents say one thing. The accounts say another. We've reviewed plenty of estate plans that looked great on paper but had missed a step in updating accounts that would have completely changed the outcome. Remember, the goal is to make sure that everything lines up and works together, not just to have some well drafted documents sitting in a binder. If you want to know whether your current plan is set up right, drop a comment or send me a message. Happy to take a look. #estateplanning #financialplanning #wealthmanagement #retirementplanning #inheritanceplanning
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