Product Update: Time to mark your estate plan DONE

Everyone needs estate planning. We all may hail from different places, have varying roles within our families, and differing net worth, but we’re all subject to mortality. Sad but true. 

Estate planning is the proactive process of minimizing taxes and ensuring your loved ones receive your property in a manner consistent with your wishes. Outside of purely financial matters, estate planning also codifies your personal healthcare decisions and establishes responsible parties if you are unable to make your own decisions or provide expected care for your dependents (even pets!).

Failure to plan for your eventual demise is a pretty big oversight. I have never met anyone that believes “the state” is likely to make decisions and administer their assets in complete alignment  with how they themselves would choose (if you are this person, let me know). 

This is why I am so excited to announce that Prospero Wealth has signed a contract with Wealth.com, a technology-driven estate planning platform that allows advisors to work with clients on their estate planning needs and documents. 

Wealth.com’s technology is world-class (and improving at a rapid clip) and the estate-planning documents produced through the Wealth.com service are state-optimized legal documents created by top-flight attorneys. Unlike most estate plans, your plan will come with the legal documents and a beautiful set of visuals that actually help you understand it.

Beyond document production, Wealth.com also allows us monitor your individual plan for potential required changes (based on changes in your state's practices or even, in some cases, based on changes in your personal situation). There are also some amazing changes coming soon that will allow us to produce high quality visualizations of a trust you had written somewhere else.

If you are lacking an estate plan, or need us to review your existing plan, please reach out to us.