Your Legacy Is More Than an Estate
As wealth grows, the decisions surrounding legacy often become more nuanced. Questions of family, purpose, continuity, and long-term impact begin to carry greater weight alongside the transfer of wealth.
At Allworth, legacy planning extends beyond legal documents and wealth transfer. It’s about protecting what you’ve built, clarifying how it should be carried forward, and helping ensure your values, intentions, and priorities endure across generations.
Aligning the Decisions Behind Your Legacy
For those with meaningful wealth, effective legacy planning requires more than drafting documents. It requires alignment across legal, tax, investment, and family considerations so decisions made today support the outcomes you intend over time.
Our legacy planning approach focuses on:
- Translating your values and intentions into clear, durable structures
- Coordinating estate documents with investment, tax, and trust strategies
- Reducing the risk of misalignment, conflict, or unintended outcomes
- Helping ensure plans remain relevant as laws, family dynamics, and circumstances change
Most importantly, our in-house estate planning specialists work alongside your wealth advisor and broader planning team so legacy planning is handled thoughtfully, consistently, and in connection with your broader wealth strategy.
Translating Intent into Structure
When formal estate planning structures are needed, our specialists help implement and coordinate the legal documents required to reflect your intentions and support long-term continuity.
These may include:
- Wills and pour-over wills
- Revocable and irrevocable living trusts
- Durable powers of attorney
- Financial and healthcare powers of attorney
- Living wills and advanced healthcare directives
- Guardianship nominations
If your situation calls for additional specialized assistance, we can connect you with certified estate planning attorneys in our trusted network.
Additional fees and eligibility requirements may apply for certain services
Our Integrated Services
With Allworth, you have direct access to a team of in-house financial specialists across investment strategies, tax planning, estate and legacy planning, and risk management. It all works together as part of one, coordinated strategy.
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