Estate and Legacy Planning That Protects What Matters
Simple planning support and coordination with trusted attorneys, so your wishes are clear and your plan stays aligned.
Legacy planning is not just paperwork. It's peace of mind.
Whether you want to provide for your family, give generously, or keep things simple and organized, we help you bring structure to the process. We start by understanding what matters most, then help coordinate the right documents and decisions so your plan reflects your values.
Be Wealth is led by licensed professionals and supported by a network of specialists. When legal work is needed, we coordinate with estate attorneys in our network (or yours, if you already have one) to support implementation.
A good legacy plan is clear, current, and coordinated.
We help you review key decisions (like beneficiaries and account ownership), identify gaps, and create a simple roadmap for next steps. If tax planning is part of your goals, we also coordinate with the appropriate tax professionals so the plan stays aligned.
We keep it simple. Start with a quick Wealth Snapshot, then we review it with you on a short Clarity Call and identify legacy priorities. From there, we coordinate the right licensed professionals and help you move through the next steps with clarity.
Legacy planning support can include:
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Review of beneficiaries, account ownership, and key plan details
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Coordination of wills, powers of attorney, and health care directives with licensed attorneys
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Trust planning coordination (as appropriate for your goals)
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Family legacy and inheritance planning discussions
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Charitable giving coordination and planning support
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Life insurance planning considerations as part of a broader protection plan
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Coordination with tax professionals on legacy-related tax considerations
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A simple "what to do now" checklist for keeping your plan current
Ready to make your wishes clear and keep your plan coordinated?
*Be Wealth provides education, planning support, and coordination. Legal services are provided by licensed attorneys. Insurance and tax services are provided by appropriately licensed professionals within our network. When investment advisory services are needed, we connect clients with properly registered professionals.