Your Lasting Impression

Wills, Trusts, and Estate Planning

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The Keys to Estate Planning

Beyond the fundamental step of creating a will, estate planning can involve a number of key aspects, ranging from establishing trusts and creating a powers of attorney, to planning to reduce your taxable estate, including through charitable gifting. Your EP advisor can facilitate the integration of your estate plan—including elements such as those mentioned in the preceding section—with your wealth management goals and coordinate the preparation of legal documents by your outside estate attorney. 

The EP Wealth Advisors® team works with you to ensure your legacy wishes  are fulfilled by integrating your objectives into a checklist that encompasses all four steps of our Peace of Mind Planning Model. 

Review your estate plan, beneficiaries, and legacy wishes.

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Definition: What is Estate Planning? 

Estate planning is the process of determining optimum methods for preserving, managing and distributing your assets during life and after death, including providing for gifts and bequests to your heirs and minimizing of estate taxes. The process includes planning for management of your assets should you become incapacitated. EP Wealth’s comprehensive estate planning services includes providing information regarding: 

  • Revocable Living Trusts
  • Pour Over Wills 
  • Durable Powers of Attorney 
  • Advanced Healthcare Directives 
  • Certificates of Trust 
  • Real Estate Transfers 
  • Life Insurance Trusts 
  • Minor’s Trusts 
  • Charitable Remainder Trusts 
  • Special Needs Trusts 
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Check out our webinar to better understand the basics of estate planning!

Estate Planning Checklist

Our four-step Peace of Mind Planning Model helps you achieve your estate goals:



1. If you have an existing estate plan, our team will review your current plan and prepare a summary of the basic provisions.

2. Your advisor will provide you with a document outlining some “Things to Consider” prior to meeting with our estate planning team.

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1. Our team prepares a summary of the meeting, including your expressed personal goals and any specific terms you indicated you wish to include.

2. Our team can assist with identifying and collecting the documents which will likely be requested by your estate planning attorney to facilitate the drafting of your plan.

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1. You engage an attorney to prepare your estate plan documents (referrals available upon request)*

2. We follow up with you and your attorney, if desired, to check on the progress of your plan and provide assistance if needed. 

3. Once your plan has been executed, digital copies of your estate planning documents can be stored in your eMoney vault for ease of future access. 

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Going forward, we can serve as a resource to advise on financial transactions and ensure that your family and other beneficiaries, including charities, receive maximum benefit from your legacy plan.

*EP Wealth Advisors is not in the business of providing legal analysis or advice. Please consult an attorney regarding all legal matters. Referred attorneys do not engage in estate-related litigation and are not employees, partners or agents of EP Wealth Advisors.

How Much Does Estate Planning Cost?

EP Wealth Advisors® offers answers to general estate inquiries, as well as estate plan reviews and general education on estate planning strategies. EP Wealth Advisors® may also cover some or all of the costs of preparation of foundational estate planning documents for select clients when using one of the independent attorneys we have contracted with estate plans. Estate planning services are offered exclusively to those receiving fee-based wealth management. These estate planning services are not available to hourly-only clients. Available estate planning services are driven by the amount of assets under management, as well as the attorney hours required, which may vary with the complexity of the assets and objectives involved. Your EP advisor can provide details. 

Financial Advisors Near You

EP Wealth has provided financial advice for retirees, executives, entertainment professionals, professional athletes, engineers, doctors, lawyers, divorcees, widows/widowers, LGBTQ community, real estate investment owners, foundations, and small business owners. Connect with an advisor near you.

Are You Looking to Update Your Estate Plan? 

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EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify the data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. The content of this report is subject to change without notice.

An estate plan is a helpful tool that can assist individuals in managing and arranging affairs in the event of death or incapacity. However, the scope and extent of the plan varies depending on the unique circumstances and desires of the individual client. It is for this reason, that the analysis encompassed herein is not intended to be comprehensive in nature nor should it be interpreted as legal advice. Please consult a legal professional to determine the extent, scope, and the drafting and creation of the appropriate estate documents. EP Wealth Advisors is not in the business of providing legal advice or preparing legal documents. Our review is limited to and in association with Financial Planning only.

Laws vary by state. The information presented herein is intended to be general in nature and may not apply to your state of domicile. Please consult local legal counsel to determine the best practices for your particular state.

These materials are provided for general information and educational purposes only.