Estate & Legacy Strategy
A plan is not the same as a funded plan.
We coordinate the funding, titling, and structuring that turn estate documents into an estate plan. Legal and tax work stays with your attorney and advisor.
The Problem
A plan is not the same as a funded plan starts with what is missing.
Most estate plans were drafted but never funded. Trusts sit empty, assets are titled in the wrong name, and structures were never coordinated with the operating entity or the land beneath it. The documents exist; the transfer does not. The same standard applies to business owners whose entity structure was never connected to their estate plan, and to families whose generational transfer was discussed but never operationalized.
What We Do
A defined scope, not open-ended advice.
- Trust funding coordination with your attorney and tax advisor.
- Asset titling review across personal and business holdings.
- Entity and land trust structuring coordination.
- Generational transfer strategy and documentation.
- Balance sheet alignment between the business and the estate.
- Funding gap tracking through to implementation.
Who This Is For
Owners of funded trusts that were never fully implemented, families coordinating a generational transfer, and business owners aligning their entity structure with their estate plan.
Engagement Structures
Priced to the scope of work.
Foundation
$ TBD
Titling and funding review for a straightforward estate.
- Asset inventory
- Titling review
- Funding gap report
- Implementation checklist
Protected
$ TBD
Trust funding coordination with entity alignment.
- Trust funding coordination
- Entity alignment
- Beneficiary consistency
- Transfer documentation
Legacy
$ TBD
Generational transfer strategy across complex holdings.
- Generational transfer design
- Land trust coordination
- Multi-entity alignment
- Governance memo
Business Owner Plan
$ TBD
Estate and business continuity planned together.
- Business and estate alignment
- Succession coordination
- Key person and buy-sell interface
- Funding roadmap
Pricing shown as editable placeholders. Final scope and fees are set in the discovery call.
Questions
Frequently asked.
Find out where you stand.
The Gap Report maps what lenders, investors, and time will test before you do.