Financial 360° planning

Legacy & Estate Planning

Somewhere there’s a beneficiary form from 2009 with an ex-spouse’s name still on it. Finn would like you to go check that, actually.

Take the 60-second checkup

360°

The bigger picture

Clarity starts with the right questions.

We look at how this part of your financial life may connect with retirement income, protection, family priorities and the legacy you want to leave.

Check whether your beneficiaries still match your life

Understand what happens to your accounts if you’re not the one managing them

See where a will, trust, or neither might fit

Connect legacy planning to the rest of your financial picture.

Pause and check

Assumptions worth double-checking.

Does your will (if you have one) still match the family you actually have?

Do your accounts know who gets them, or does a court decide?

Does anyone besides you know where any of this paperwork lives?

Most people assume the answer is yes to all three. Most people are wrong about at least one.

Your Financial 360° does not prepare legal documents or provide legal advice. Wills, trusts and other legal documents should be prepared and reviewed by appropriately licensed legal professionals.

One future. One connected view.

See what may deserve a second look.

Finn can’t draft a will. Finn can absolutely tell you if you need one.

Ask Finn