Estate Planning

  • Do you have a will?
  • Does your estate plan reflect your current intentions?
  • How comfortable are you with the fact that in the event of your death your family will be able to manage your finances?
  • Is your named executor and trustee the right person for the job?

We help our clients save time and money before starting the drafting of new estate planning documents or amending existing documents. We help clients determine the right plan for their family. We have developed relationships with estate planning attorneys throughout the Eastern United States. However, we work closely with our client’s estate planning attorney, if he/she already has one, to develop an Estate Plan that meets the client’s needs. Even if transfer tax is not an issue, we believe that how a client wishes to distribute his or her property during lifetime or at death will continue to be important. Leaving a legacy to future generations requires professional team work that IntelliPlan Advisors seeks to provide to our clients.