What kind of legacy do I want to leave?
Estate & legacy
Your wealth.
Your values.
A lasting legacy.
What you leave behind is personal. We help connect your financial plan with your wishes for your family, the next generation and the causes you care about.
Start a Conversation
Begin with what matters
A legacy is more
than a transfer of assets.
Your priorities may include caring for a spouse, supporting children and grandchildren, or making a lasting contribution to your community. We take the time to understand those wishes and how they fit into your financial life.
Bring the pieces together
Personal intentions.
A coordinated plan.
Family & values
Explore who and what you want your wealth to support, including the family circumstances that shape your choices.
Assets & beneficiaries
Review your financial accounts and beneficiary information as part of a broader conversation about your wishes.
Giving & wealth transfer
Consider how lifetime giving and future transfers fit alongside your own financial independence and retirement needs.
Professional coordination
Connect financial planning conversations with your estate planning attorney and tax professional.
Make your intentions clear
Thoughtful conversations
start today.
Family relationships, responsibilities and expectations all deserve attention. We help you clarify your financial priorities and frame the questions to discuss with the professionals supporting your estate plan.
With your permission, we can share the relevant financial picture and planning goals with your attorney and CPA.
Questions we help you explore
What do I want my wealth to make possible for others?
How can giving fit with my retirement priorities?
Do my accounts and beneficiaries reflect my intentions?
What family circumstances should my attorney understand?
What has changed since my plan was last reviewed?
A connected team
Your financial plan
and estate plan,
in conversation.
Your attorney creates the legal documents that express your wishes. We help you consider how your financial resources and ongoing decisions fit with those goals.
Summit does not draft wills or trusts. Legal documents and advice belong with your qualified estate planning attorney.
Keep the plan connected as life evolves.
A change in family, assets or priorities can be a reason to revisit your wishes. Our ongoing planning conversations help identify questions to bring back to your attorney or tax professional.
Explore Our Approach →Legacy perspectives
Make space for
a meaningful conversation.
Explore these videos from Summit’s team.
Plan for what endures
Let’s talk about
the legacy you envision.
Your people. Your priorities. A financial plan that keeps them in view.
Schedule a Complimentary Consultation