Estate Planning
Estate planning isn’t just for the ultra-wealthy, it’s for anyone who wants to make sure their wishes are honored, their loved ones are cared for, and their legacy lives on. At Wealth Advisors Northwest, we believe your estate plan should work hand-in-hand with your financial plan. That’s why we take an integrated approach, helping you align your estate decisions with your broader financial goals.
Also, we partner with a trusted third-party professional to create the legal documents, while we work closely with you to ensure your estate plan fits seamlessly into your overall financial strategy. Our goal is to make sure everything works together.
Whether you're just starting to think about your legacy or revisiting an existing plan, we’ll walk alongside you with clarity and care, making a complex process feel more manageable.
Our Estate Planning Process
- Clarifying Your Wishes – We start by understanding what’s important to you: the people, causes, and values you want to protect and provide for.
- Evaluating Your Existing Plan – Already have an estate plan? We’ll review it through the lens of your current financial picture to make sure it still aligns.
- Collaborative Planning – We’ll help you identify the right strategies, like trusts, powers of attorney, and beneficiary designations. And we will work with our legal partner to draft or update your estate planning documents.
- Coordinating the Details – From titling accounts to aligning your financial plan with your estate documents, we’ll help ensure everything is implemented correctly.
Ongoing Review – As life evolves, so should your estate plan. We revisit your plan as needed to reflect new goals, family changes, or tax law updates.
At Wealth Advisors Northwest, estate planning isn’t a one-time task, it’s an essential part of your financial journey. We’re here to help you create a plan that brings peace of mind today and security for generations to come.