I’m not an attorney, and I don’t draft legal documents. What I do is make sure your estate plan exists, matches your wishes, fits your finances, and actually gets done.
That means:
Working out what you have, who should get it, and how, before you sit down with an attorney, so the meeting is short and the documents are right.
Checking beneficiary designations on retirement accounts and life insurance, which pass outside your will and are wrong more often than you’d think.
Coordinating with your attorney on wills, trusts, powers of attorney, and guardianship choices, or helping you find one. For straightforward plans I can also connect you with an online drafting service and review the result with you.
What’s exposed to estate tax, how charitable gifts fit, and how to leave retirement accounts in the least-taxed way.
From valuation to handoff, lined up with the rest of your plan.
Beyond legal documents, we offer stewardship services to help clients manage their wealth responsibly and prepare their families for the future. These services include:
We facilitate family meetings and provide education to help families understand estate planning and their roles in preserving wealth.
We work with clients to define their legacy and create a plan to ensure their values and wishes are carried forward.
We assist clients in developing and implementing philanthropic strategies that align with their values and create a lasting impact.
We provide guidance to family business owners on succession planning, ensuring a smooth transition to the next generation.
We understand that estate planning can be a sensitive and emotional process for families. Our approach is designed to minimize the burden on families by:
Estate planning can feel complex and overwhelming. I guide clients through every step, providing:
Working with Leetown Advisors means an estate plan that exists, matches your wishes, and gets carried out.