Estate Planning
When it comes to estate planning, Grant Capital helps guide our clients through the estate planning process from beginning to end. To ensure estate plans align with investment goals, our team assists in keeping estate plans in excellent shape on an ongoing basis.
Working together with attorneys, our financial advisors can assist with your estate planning needs- including checking trust funding, accounting for any life changes, updating beneficiary designations, reviewing trustee and agent’s appointments, reviewing provisions of powers of attorney and health care directives, distribution of personal effects, and understanding your documents.
We understand how the estate planning process can be a difficult and stressful time for everyone involved. We make it a point to work with your estate planning attorney to track its progress.
How May We Assist You?
info@grantcapital.net
(913) 361-8281
7101 College Blvd, Suite 880
Overland Park, KS 66210