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.

Connect with an Allworth Advisor

97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

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

Ready to upgrade your estate planning?

Talk with our Allworth experts today about how we can integrate a customized estate planning strategy into your financial plan so your legacy is protected for generations to come.

Get started today