Secure your family's future.
Are you truly prepared for life’s curveballs? Take the Estate Health Check to find out—and discover how to protect what matters most.
Your family’s future starts with the right plan.
Estate planning isn’t just about documents—it’s about ensuring your loved ones are financially secure in the event of an untimely death. Too often, families face financial burdens because they don’t have the right plan in place.
Current Planning Documents
Up-to-date, high-quality estate planning documents help ensure that your financial, healthcare, and guardianship wishes are all properly captured
Sufficient Assets & Liquidity
Proper planning ensures that your family has sufficient assets and liquidity for living expenses and any potential estate tax liability in the event of an untimely death
Efficient Transfer of Wealth
Proper estate planning may help minimize federal and state taxes and ensure your loved ones or charities receive as much as possible
The stakes may be higher than you think.
Without proper planning, your family may be exposed to unnecessary stress, conflict, or left without sufficient assets.
58%
of households experience conflict
58% of households report having family conflicts caused by lack of proper estate planning
50%
of households are under-insured
About 60 million households lack sufficient assets to support their family in the event of an unexpected death
20
months spent in probate court
Average time for (avoidable) probate court process and for surviving family to receive assets
Take the Estate Health Check
A quick 3-5 minute assessment to help you:
- Identify missing or outdated estate planning documents
Calculate your family’s life insurance needs
- Explore tax-saving opportunities for high-net-worth
What happens if you do nothing?
- Family conflict over your assets
- Children and spouses struggling
- A massive tax bill reducing your
Why estate planning matters
Simply put, it’s about getting the right stuff to the right people at the right time in the right way.
Protecting your loved ones
Probate—the process of recognizing and administering a will—is often long, costly, and emotionally exhausting for surviving family. Without a trust, it can take up to two years for assets to reach beneficiaries.
Minimizing estate taxes
Certain households have enough assets to trigger estate taxes. Proper estate planning may help minimize federal and state taxes and ensure your loved ones or charities receive as much as possible.
Healthcare and financial wishes
Estate planning involves preparing for all of life’s “what ifs.” If you’re unable to make decisions for yourself, your estate plan not only specifies who should make these choices, but also directs them to do what you wish.
Choosing guardians for children
An estate plan allows you to specify guardians for your minor children in the event of a catastrophe. Without one, a court appoints guardians—and your children may even enter foster care during the process.
Protecting your assets
Proper estate planning safeguards your family’s financial future. Your estate plan specifies how your assets should be distributed to your family, additional loved ones, and/or charities.
Decision-making for adult children
Once your child turns 18, you no longer have legal authority to assist with decision-making in a medical emergency. Proper planning documents help your adult children avoid potentially devastating scenarios.
About Lifeworks
Plan purposefully. Live richly.
At Lifeworks Advisors, we’re more than just financial planners. We’re a diverse group of visionaries, united by a singular mission: to revolutionize wealth management and empower you to create the life you truly want.
Ready to start planning?
Book a free strategy session.
If you don’t have a plan in place and are ready to dive into the process, we’re here to guide you every step of the way.