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Estate Planning


At Broadway Wealth Management, we understand that thoughtful estate planning is essential for securing your legacy and ensuring your loved ones are cared for. Our dedicated advisors work closely with clients to identify their unique goals and develop comprehensive strategies to address them. Whether it's creating a will, setting up trusts, or planning for tax efficiencies, we are here to guide you every step of the way. 

Start Planning For Tomorrow

Through our partnership with Trust & Will, we offer access to self-guided legal document preparation support services enabling users to create their own legally binding revocable living trusts and wills tailored to meet your unique needs.

Get Started today

Will-Based Estate
Planning

Trust & Will's Will-Based Estate Plan includes:

 

✓ Last Will & Testament
✓ HIPAA Authorization
✓ Living Will
✓ Power of Attorney


This plan is ideal if you:


✓ Have minor children
✓ Are married
✓ Own a home
✓ Have less than $160,000 in assets


With a Will, you can:

 

✓ Appoint guardians for your children and pets
✓ Specify how your assets should be distributed

✓ Outline your funeral and burial preferences

 

Trust-Based Estate
Planning

Trust & Will's Trust-Based Estate Plan includes:


✓ Revocable Living Trust
✓ Schedule of Assets
✓ Pour Over Will
✓ HIPAA Authorization
✓ Living Will
✓ Power of Attorney
✓ Certification of Trust

This plan is ideal if you:


✓ Own one or more properties
✓ Are expecting an inheritance
✓ Have over $160,000 in assets

With a Trust, you can:

✓ Avoid probate court
✓ Exercise greater control over asset distribution

How Trust & Will Works

Preparation: Receive and complete the Estate Planning Appointment Guide to get ready for your first appointment.

Consultation: We'll guide you through the process, asking questions to help create the foundation of your estate plan.

Document Creation: Your estate planning documents will be prepared and delivered electronically for review, signing, and notarization. If needed, we can arrange a consultation with an attorney through our partners at Trust & Will for an additional fee.

Implementation: We'll assist you in executing and funding your estate plan to ensure everything is in place.

Don't know where to start? Schedule an informational meeting with our
financial advisors to kickstart your estate planning journey. 

book an appointment

Trust & Will is a 3rd party unaffiliated with LPL Financial or Broadway Wealth Management. You are under no obligation to use the services of Trust & Will, and may choose any qualified professional to provide legal services. 

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