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Wealth Associates

Life's Short... Plan Well

Financial Planning Tools


The final chapter of your life’s financial plan is written in the pages of your personal will, trusts, and other estate documents. But this doesn’t mean that estate plans are for those in the “late stage” of life. An effective estate plan is needed by everyone who has financial responsibilities that need to be attended to in the event of their death. This means anyone with debt, dependent children and/or spouse, business interests and financial assets. Building an integrated estate plan can be intimidating and costly but taking this process step-by-step you can confidently build your estate plan to meet your needs at each stage of life without excessive cost or effort needed. We will also help you integrate into your plan the vital component of a “life legacy plan” that integrates your values and beliefs into the financial aspects of your estate plan.

Estate Planning Resources

1. Personal Estate Plan - Snapshot

2. Practice Transition Plan - Snapshot