Estate Planning Services
Guidance Through the Estate Planning Process
When it comes to estate planning, Grant Capital helps guide our clients through the process from beginning to end. Our team ensures that estate plans align with investment goals while keeping them in excellent shape on an ongoing basis.
● Trust Funding: Ensuring that your trusts are properly funded and aligned with your estate objectives.
● Life Events Adjustments: Update your plan in response to major changes (marriage, children, divorce, etc.).
● Beneficiary Designations: Updating and verifying the beneficiaries on your accounts and policies to reflect your current wishes.
● Estate Document Review: Reviewing trustee and agent appointments, powers of attorney, health care directives, and other critical documents.
● Distribution of Personal Effects: Providing advice and assistance on how to manage and distribute personal belongings according to your wishes.
● Coordination with Attorneys: Working together with your estate planning attorneys to ensure all aspects of your estate plan are properly executed and current with legal requirements.
Estate Planning Services
Why Choose Grant Capital for Estate Planning?
1. Experienced Advisors: Benefit from the guidance of seasoned professionals who offer tailored advice to meet your specific estate planning needs.
2. Customized Solutions: Every estate is unique, and we provide personalized solutions that align with your broader financial and estate planning goals.
3. Ongoing Support: Estate planning is not a one-time event; our team offers continuous support to keep your plans current and effective in light of new developments.
Ease the Stress of Estate Planning
We understand how the estate planning process can be a difficult and stressful time for everyone involved. Our commitment is to ease this journey by working meticulously with your estate planning attorney to track progress and ensure all details are meticulously managed.
Want to know more about our approach? Discover the Grant Capital Difference.