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Estate & Legacy Planning

We understand that estate planning is a crucial process to ensure the seamless transition of your assets, minimize estate taxes, and safeguard the financial stability of your loved ones. While we aren't attorneys and do not draft legal documents, our role is to guide you in identifying the most appropriate strategies that align with your needs and prepare you for your meeting with an attorney. We can even join the meeting, if you wish, to help facilitate the discussion.

Our Services

Estate Planning Consultation

Our experienced advisors will work closely with you to understand your unique situation and goals. We provide guidance on various estate planning strategies that can help you maintain control of your assets, provide for your loved ones, and minimize potential estate taxes.

Preparation for Legal Consultation

We prepare you thoroughly for your meeting with an estate planning attorney. This includes helping you understand the various aspects of estate planning, what to expect during the meeting, and how to effectively communicate your wishes and goals to your attorney.

Facilitating Meetings with Attorneys

If desired, we can join you during your meetings with estate planning attorneys. Our presence can help facilitate the conversation and ensure that your estate planning goals are clearly communicated and understood.

Why Choose Us? 


Our team is composed of experienced professionals with a deep understanding of estate planning strategies. We leverage this expertise to provide you with informed and relevant guidance.

Personalized Approach

We understand that every individual's estate planning needs are unique. That's why we offer personalized consultations tailored to your specific situation and objectives.

Supportive and Collaborative

We are here to support you every step of the way, from understanding estate planning strategies to facilitating discussions with attorneys. Our goal is to make the estate planning process as smooth and stress-free as possible for you.

Contact Us

Estate planning is a critical aspect of financial planning that should not be overlooked. At StatonWalsh, we are dedicated to providing expert guidance and support to help you navigate the estate planning process with ease and confidence. Contact us today to learn more about how we can assist you with your estate planning needs. Your journey to a well-planned estate begins here.

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