Trust & Estate Planning

Most people only meet with their estate attorney every few years, which can leave a plan out of date as life and laws change. Mission Wealth reviews your current estate plan at frequent intervals, checking that designated parties are still appropriate and identifying red flags that need immediate attention as well as smaller tweaks that improve transition efficiency. If your plan needs updating, we can help you draft, execute, and implement new documents through our in-house option or trusted external attorney partners, all with a proactive eye on estate tax reduction strategies and law changes.

Effective legacy planning goes beyond the numbers to honor the personal and practical matters that concern your entire family. It gives you the chance to educate your heirs on your family’s shared values around wealth and to prepare them for future success, which helps minimize the wealth loss so often seen in the generations after the first. Mission Wealth helps you work through the goals and interests behind your estate, so it benefits not just your immediate heirs, but makes the difference you want it to make in the lives of others.

Serving as trustee, whether for your own trust or someone else’s, comes with real fiduciary responsibility to manage and implement the trust’s financial affairs for current and future beneficiaries. Mission Wealth can serve as your independent wealth advisor, helping manage the trust’s assets in a prudent and thoughtful manner, whether you are acting as trustee yourself or working alongside a corporate trustee. If you are choosing a trustee for the first time, we can also help you find the right corporate trustee to provide neutral, independent administration free from conflicts of interest.

Charitable giving can be as simple as writing a check or as complex as establishing a family foundation, and either approach benefits from intentional planning. Mission Wealth helps you prioritize and maximize your charitable gifts so you feel good about the impact you are making, exploring the causes that matter most to you and identifying the organizations that represent them. We help determine the best way to support those causes both personally and financially, whether through lifetime gifting or through your estate.

Planning for a loved one with special needs requires a plan that adapts as their needs change over time while protecting the benefits they currently rely on. Mission Wealth is experienced in special needs planning and coordinates with your dedicated advisors and care team to build a reliable, long-term solution. A well-built plan allows your loved one to continue receiving the assistance they qualify for while still benefiting from what you have worked to build, and ensures remaining assets continue to support the rest of your family in the future.