Estate Planning & Trust Management

Create a lasting legacy based on your wants and wishes.

Estate Planning and Trust Management at Mission Wealth

Estate Planning and Trust Management Services

At Mission Wealth, we help you create and implement a plan so that your hard work will help the people in your life, protect your legacy, and preserve as much as you can. Whether your goal is to leave your estate to heirs or charity, to minimize taxes or to maximize lifetime giving, we are here to provide clarity and direction. We have the knowledge to guide you through all phases of your estate plan to ensure that your wealth is directed as you intend.
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Estate Planning Review and Drafting Services

Connect your wealth to your wishes.

We will review your current estate plan and help you understand how it is currently laid out and help you identify if any updates may be in order. We review this every other year to ensure that the designated parties are still appropriate and able to serve and to determine if further updates to your plans are warranted. Then, we will partner with you as well as your estate planning attorney to make sure there is a cohesive plan set in place.

  • Estate Tax Reduction Strategies: Just as taxes are important in your financial plan, we will advise on various trusts, charitable, and gifting strategies to reduce potential estate taxes with a proactive focus on law changes.

  • Timely Estate Reviews: While typically you would only meet with your estate attorney every few years, we review it at frequent intervals ensuring the relevance and alignment to wishes.

  • Professional Observations and Considerations: We’ll review your plan not only for red flags that require immediate attention, but also for smaller tweaks that can help with transition efficiency and protection.

  • Drafting Services: If your plan needs an update, we have the ability to work with you to draft, execute, and implement new estate plan documents through our in-house option or external attorney partners.
    asset protection planning

    Family Legacy Planning

    Build on your legacy for future generations.

    Effective legacy planning honors the personal and practical matters that concern the entire family besides ensuring their family security. It allows you to educate your heirs on your shared family values around your wealth and endows them for their future success. This helps to minimize the frequently seen loss of family wealth in the next generations of a family after the first generation’s passing.

    Even though the importance of legacy planning is understood, it is often a task that is postponed or never realized. The process to implement legacy planning is about coming to terms with goals and interests about how your estate should be utilized for maximum benefit, not just for your immediate heirs, but to make a difference in the lives of others.

    Trustee and Fiduciary Support

    Serving as trustee is a big job. We can help.

    Being a trustee carries with it a lot of responsibilities and work, whether you are trustee for your own trust or for someone else. You have a fiduciary responsibility to manage and implement the financial affairs of the trust for the current and future beneficiaries.

    As a trustee, you have several important duties owed to the current and future beneficiaries of the trust's assets. At Mission Wealth, we can serve as your independent wealth advisor, helping to manage the trust's assets in a prudent, thoughtful, and beneficial manner. We can work directly with you as the trustee or a corporate trustee you may elect to give you peace of mind that your trust is being served in the manner that you would want.

    The process of choosing a trustee can also carry significant weight. Many people select a corporate trustee to minimize the stress for their trust's beneficiaries. At Mission Wealth, we can help you find the right corporate trustee that will provide neutral, independent trust administration, free from conflicts of interest.

    Charitable Planning and Philanthropy

    A solid charitable giving strategy is a win-win.

    Charitable giving can range from the simple (writing a check) to the very complex (creating a family foundation). Through our intentional planning process, we help you prioritize and maximize your charitable gifts so you can feel good about the impact you are making.

    We can also help you create a charitable giving strategy. We’ll explore the causes that are most near and dear to you, identify potential charitable organizations that represent those causes, and then proceed with the best way to personally and financially support them. This may include gifting during your lifetime as well as through your estate.

    Family Financial Education

    Get your family informed and on the same page.

    We are experts in planning and investments so you don’t have to be. We will help educate you, at your pace, so you can feel confident and informed as you make decisions. At your request, we will also spend time educating your other family members.

    It’s never too soon to teach your adult children and grandchildren good money management skills and habits!

    Special Needs Planning

    Special Needs Planning

    Planning for your most vulnerable family member.

    We are experienced in special needs planning and are equipped to help ensure financial security and protection for your loved one. We will coordinate with your dedicated advisors and trusted care team to ensure there is a reliable, long-term solution for your loved one.

    Just like everything else in life care planning, needs will change over time. Specifically tailored special needs plans can allow for your child to continue to receive the assistance for which they qualify while also receiving the benefit of everything for which you’ve worked. The right plan will also allow for all remaining benefits to continue to go to the rest of your family in the future.

    We're ready and able to assist your family with planning for your child or family member with disabilities, now and in the future. Feel confident in your long-term solution for your greater peace of mind.

    How Can Mission Wealth Help You?

    Contact us to get a FREE, no-obligation consultation!
    "Neglected estate plans can be a serious cause for strife among family members upon your passing, so make sure your plan accommodates all of your family’s latest changes, including marriages, divorces, births, and deaths."
    Andrew Kulha, JD, CFP®

    Are you ready to start your legacy and wealth planning?

    Estate planning with wealth can be complicated, but it doesn't have to be. Contact us today to talk to a trusted advisor.