ESTATE & LEGACY PLANNING
A thoughtful plan for the people you love.
YOUR WISHES. YOUR FAMILY. YOUR LEGACY.
Help your plans carry forward.
You’ve worked hard to build your life. An estate plan helps make your wishes clear and gives the people you care about a path forward.
Coast helps connect your financial plan with your estate planning goals—through partnerships with local attorneys or by facilitating an online option such as Trust & Will.
A PATH THAT FITS YOUR NEEDS
Personal guidance. Practical ways forward.
Local attorney partnerships
We help connect you with local estate planning attorneys and coordinate your financial picture with the legal plan they prepare. Already have an attorney? We’re happy to work with them.
Online planning through Trust & Will
We can help facilitate an online approach through platforms such as Trust & Will, organize the information you need, and help you follow through on the financial next steps. We’ll discuss whether an online approach fits your situation.
WHAT WE HELP YOU CONNECT
Your documents and finances should work together.
Beneficiary designations
Review who is named on your investment accounts and insurance policies.
Account ownership and follow-through
Coordinate financial account changes with your attorney’s instructions.
Family and legacy priorities
Clarify your intentions for loved ones and causes that matter to you.
Your wider retirement plan
Consider how legacy goals fit your income needs and financial resources.
Already have documents? Make sure the pieces still fit.
Life changes. We can help coordinate your financial accounts and beneficiaries with your existing estate plan and attorney.
A clear starting point. Support along the way.
01
Start with what matters
Talk about your family, your wishes, and the plans you already have.
02
Choose your path
Explore attorney coordination or an online option that fits your needs.
03
Connect the financial pieces
Organize next steps and keep your financial plan and estate goals aligned.
A few questions you may have.
Does Coast prepare legal documents?
Coast provides financial planning and coordination. Legal advice and document drafting are handled by licensed attorneys; online documents are created through the chosen provider’s process.Can you work with my current attorney?
Yes. We can coordinate the financial aspects of your plan with your existing estate planning attorney.Can you help me get started with Trust & Will?
We can help facilitate the online process, organize the financial information you’ll need, and coordinate follow-up steps. We’ll first discuss your needs and whether an online approach may fit.
Make your next step a thoughtful one.
Let’s talk about your wishes—and how to help bring the pieces together.
Complimentary. No obligation.
Coast Wealth Management Group provides financial planning and coordination, not legal advice. Legal services are provided by independent attorneys; online estate planning is provided through the selected platform. Separate attorney or platform fees may apply.
