Estate Planning Services
Wealth That Goes Beyond Your Lifetime
You’ve worked hard to build your wealth—how will it support you and your loved ones now and in the future? At Monument, we help you build a tax-aware estate plan that aligns with your goals, from supporting heirs to leaving a meaningful legacy.
Estate Planning: It’s All About Decisions
Yes. Estate planning is about making clear decisions for your wealth, which can be hard without clarity on your options. We help you understand them through conversations, modeling, and alignment with your financial strategy and values—so you can confidently answer key questions.
- What are my intentions with my wealth?
- How and when do I communicate these intentions to my family?
- Should I use a revocable trust, irrevocable trust, or other estate vehicle like a SLAT?
- What’s the right balance of charitable giving now vs. later?
- How can I help my heirs avoid unnecessary taxes, confusion, or conflict down the road?
While we don't draft your legal documents, we do work alongside your estate attorney to help ensure all options have been considered and decisions are implemented in alignment with your broader wealth strategy.
While we don't draft your legal documents, we do work alongside your estate attorney to help ensure all options have been considered and decisions are implemented in alignment with your broader wealth strategy.
About Our Estate Planning Services
Our estate planning conversation is guided by your values, goals, and decision timeline. As part of our ongoing engagement, we help you:
Clarify Intentions
We guide conversations around how you want your wealth to impact family, philanthropy, and future generations—and help translate those into actionable planning goals.
Coordinate with Your Attorney
We work side-by-side with your estate attorney, providing financial context, analysis, and recommendations to support trust design, titling, beneficiary coordination, and more. We’ll also help retitle assets and update beneficiaries.
Plan for Taxes
We evaluate gifting strategies, charitable giving, and trust structures through the lens of your current and projected tax situation.
Project Inheritances
Using our modeling, we can project the potential size of your final estate. This helps you understand how much your heirs may inherit when the time comes.
Communicate Your Legacy
Your wealth story is communicated in more than just numbers. We help you curate the right partners and resources to support family conversations around your intentions and legacy. We can also introduce you to an independent trustee if that makes sense in your situation.
Continually Review and Refine
Your estate plan isn’t one-and-done. We revisit it regularly to reflect changes in your life, your family, and the law. We’ll keep an eye on the ball, so your attorney knows when updates need to be made.
Who Our Estate Planning Services Are Built For
Our estate planning services are ideal for individuals and families who:
- Want to pass wealth on with confidence and clarity
- Want to know if their current plan is missing something
- Have newly acquired or growing wealth
- Want to incorporate philanthropy or multi-generational planning
- Need help coordinating across attorneys, accountants, and trustees
Whether you’re starting fresh or refining an existing plan, we’ll help design an estate strategy that clearly reflects your priorities.
The Monument Approach to Estate Planning
We believe estate planning should be personal, practical, and values aligned. Our process is designed to be:
Integrated
We help align your estate plan with your investment strategy, tax planning, and financial goals.
Modeled to Fit
We use projections and scenario modeling to help you understand tradeoffs and opportunities.
Collaborative
We coordinate with your other professionals to help provide a smooth experience.
Values-Driven
We center your legacy around what matters most—not just what’s in your accounts.
Please see important disclosure information below.
What Will You Walk Away With?
When we partner with you on estate planning, you’ll gain:
- A clearer articulation of your wealth transfer priorities and options
- Strategic recommendations that help support tax efficiency
- An intelligent plan, coordinated with your legal and financial teams
- Ongoing estate plan guidance as your life and goals evolve
Monument’s Leadership Team
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Create Legacy with Intention
Developing a thoughtful, well-designed estate plan takes time and focus. Monument helps you do the heavy lifting to keep the ball moving forward—are you ready?
Monument is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice.
