Trusts, Wills & Inheritance
Your family and friends cherish your well-being and presence in their lives. And when it comes time to plan your estate, it’s likely you’ll want to leave your possessions to them. We’ll work with you to itemize and distribute assets to whomever you wish.
Echelon can also work alongside your attorney and CPA to develop comprehensive solutions to your estate concerns. We’re experienced in collaborating with your legal professional in the creation of trusts and wills — vital estate documents that determine where, when and how your assets will be distributed. Whether to use a trust, a will or both depends on your own unique circumstances.
Preparing Your Family
Passing without a will or trust leaves loved ones ensnared in the intestacy laws of the state in which the property resides, all while they struggle to settle your debts and divide remaining assets. We can help every step of the way — from outlining final plans to acting as a sounding board for the difficult conversations about how to communicate your last wishes to your loved ones.