Estate & Legacy Planning Services

We understand the importance of leaving a legacy for loved ones. Many clients wish to not only grow their wealth, but to protect these assets upon their death, and ensure proper distribution to individuals and organizations.  

Estate Planning can be complicated, but we’re here to streamline and guide you through the process. Once our estate advisor understands your wishes, we will collaborate to determine the optimal blend of documents to help protect your assets and ensure the financial security of your loved ones. 

Services Include:

Inheritance Planning

Estate Document Collaboration

Legacy Planning

Family Estate Planning

Gifting Strategies

Documents for Preparation

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  • Wills
  • Durable Powers of Attorney
  • Healthcare Powers of Attorney
  • Living Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Charitable Trusts
  • Foundations
  • Special Needs Trusts

Book an Estate Planning Consultation

Schedule a consultation with our James Investment estate planning team to learn more about our services.