Protect What Matters
Your money deserves every advantage it can get.
That means putting all the right pieces into place so your family can continue the legacy you’ve worked decades to build. Using advanced technology, our in-house estate planning team can analyze your current estate plan, identify gaps, and implement legacy-preserving tactics so your final wishes are fully realized.
Need help drafting critical documents such as a Will or Power of Attorney? We can do that, too.
Legacy Security
As part of our coordinated approach to financial planning, our in-house team of estate planning experts work with you to help secure your family’s financial stability—both for now and future generations. Our team can:
- Analyze your current estate plan using industry-leading software to pinpoint areas of deficiency or elevated risk
- Provide guided recommendations that take your entire financial plan into account
- Optimize your estate plan by identifying any potential tax-saving opportunities
Professional Document Creation
We can also oversee the drafting and execution of foundational estate plan documents, such as:
- Wills
- Living Wills
- Pour-Over Wills
- Durable Powers of Attorney
- Financial Powers of Attorney
- Healthcare Powers of Attorney
- Advanced healthcare directives
- Guardianship nomination
- Revocable and Irrevocable Living Trusts
Does your situation call for more specialized assistance? We can connect you with certified estate planning attorneys in our trusted network as well.
Additional fees and eligibility requirements may apply for certain services
Our Integrated Services
At Allworth Airline Advisors, you have unparalleled access to a team of in-house financial experts—giving your wealth the advantage every airline employee needs.
