Estate Planning Coordination
Connecting Your Estate Plan With Your Financial Life
An estate strategy involves more than updating key documents. Estate planning coordination connects your financial strategy with your legal documents, wills, trusts, and beneficiary designations, so your wishes are carried out the way you intend. We work alongside your attorney to build a comprehensive strategy that helps protect your legacy.
Who is this For?
What We Help Coordinate
Beneficiary Designations
Beneficiary designations help determine who will receive certain accounts or assets after your death. Reviewing them regularly helps ensure they continue to reflect your wishes and overall estate plan.
Account Titling
How financial accounts and other assets are titled can play an important role in how they are owned and ultimately transferred. Reviewing account ownership as part of your estate planning process can help keep your financial accounts coordinated with your broader plan.
Wills & Trust Coordination
Wills and trusts are important components of an estate plan, and your financial strategy should be considered alongside these legal documents. Coordinating the pieces can help align your financial plan with your intentions for your family and legacy.
Wealth Transfer Goals
Wealth transfer planning helps you think intentionally about how you want your assets to benefit family members, future generations, or organizations that matter to you. These goals can then be incorporated into your broader financial and estate planning strategy
Charitable & Legacy Considerations
Charitable and legacy planning helps align your wealth with the impact you hope to make during your lifetime and beyond. Strategies may include incorporating charitable giving into your estate plan or identifying ways to continue supporting causes that are important to you.
Coordination With Attorneys & Tax Professionals
Your financial advisor can collaborate with estate planning attorneys and tax professionals so your financial strategy is considered alongside your legal documents and tax planning. This team-based approach can help keep the different elements of your estate and legacy plan working toward the same goals.
Our Planning Process
The Outcome
An estate strategy that works in step with your financial strategy, not separately from it.
Key Benefits
Working with Mattson Wealth Management means your beneficiary designations and account titling actually match your wishes, with your financial and legal documents coordinated instead of managed in separate silos. We work as part of a team with your attorney, which means fewer gaps and fewer surprises for your family down the road. As your life and goals change, we revisit the strategy to help keep your legacy protected.
Frequently Asked Questions
Do you draft wills or trusts?
No. We are not attorneys, so we work alongside your estate planning attorney to make sure your legal documents and financial strategy support each other.
I already have a will. Why would I need this?
Many estate strategies fall out of sync with financial accounts over time. We review beneficiary designations and account titling to make sure they match your documents.
What if I don't have an estate planning attorney?
We can refer you to attorneys we trust and coordinate the process from the financial side.
How often should I review my estate strategy?
We recommend reviewing it after any major life event, such as a marriage, divorce, birth, inheritance, business sale, relocation, retirement and death in the family, and periodically otherwise.