Estate & Legacy Planning Strategies | Evermay Wealth Management

Our Personalized Approach to Estate Planning

There is no one-size-fits-all estate plan. At Evermay, we believe your estate plan should be as distinct as your family's story and tailored to your needs and goals. Our approach is grounded in understanding your perspective, priorities, and current financial picture.

We will leverage our firm's resources to thoughtfully review your current estate plan and highlight important elements, such as guardianship for children or efficient property transfer, and guide you in putting the right pieces in place. Throughout the process, your best interests remain at the heart of every recommendation, as we help to ensure your documents reflect what matters most.

We also provide in-house support for preparing essential documents through a comprehensive estate planning service. These may include:

Revocable Trust (either joint or individual)
Living Will
Healthcare Proxy
Durable Power of Attorney

Streamlined Document Preparation

Our in-house process allows us to get these documents in place quickly and easily, often in just a few meetings. Our dedicated team specializes in guiding you through the steps to make sure all of your responses are accurately reflected in the documents.

Specialized Legal Support

When intricate legal nuances are present, or for more complex estates, we make referrals to skilled estate attorneys. For example, when planning for beneficiaries with special needs, drafting a trust designed to protect their eligibility for assistance requires nuanced legal support. For this depth of detail and understanding, outside counsel is generally the right fit.

An advisor and client having a discussion.

Comprehensive Estate Management Guidance

We can also help manage larger estates, illustrating the flow of funds and potential tax liabilities, bringing your overall estate picture to life. Regardless of your situation, we’re here to help you move forward.