Secure Your Legacy
Estate Planning that gives you confidence and control.
A Simple, Step-by-Step Process
Estate planning doesn’t need to be complicated. We'll follow a simple process that keeps your goals and your family in mind.
New clients begin with a Consultation. Current clients start at Discovery.
Already a client? We’ll jump straight to Discovery.
First time meeting us? It all starts with a Consultation.
Consultation
We start with a conversation, understanding your goals, values, and where things stand today.
Discovery
We dig into your assets and priorities, then partner with trusted legal professionals to draft your estate documents.
Delivery
With our team guiding the way, you review, sign, and finalize your plan. Every detail handled. Nothing left unclear.
Estate Planning only
Great Waters can deliver
Our in-house specialists work together with trusted estate attorneys to design plans that aim to reflect your goals, minimize taxes, and fit seamlessly within your broader financial strategy.
Here’s what you can expect:
Personalized planning
We help you review and update your plan as your life, your assets, and tax laws change.
Ongoing guidance
We help you review and update your plan as your life, your assets, and tax laws change.
Trusted legal partners
While we’re not attorneys, we work closely with estate law professionals to ensure every document is accurate and complete.
Integrated expertise
Our specialized advisors collaborate behind the scenes to align your estate strategy with your overall financial plan.
Integrate Your Estate and Financial Plan
Bundling smart financial planning services with estate planning streamlines your financial life. Create clarity in your finances today, so you can have confidence in your estate for tomorrow.
Estate Planning FAQs
Discover answers to your most pressing estate planning questions and learn how we can help.
An estate plan ensures your assets are distributed according to your wishes and your family avoids unnecessary costs, delays, and confusion. Without one, key decisions may be left to the courts instead of the people you trust.
Initial consultation requires a $50 fee to hold your meeting. If you move forward, that fee will be applied to your final Estate Planning costs. Final pricing starts at $700. After the first meeting, if you choose not to move forward, the hold fee can be fully refunded upon request. Attendance of initial Consultation meeting is required to receive hold fee refund.
If you are a current client, please reach out to us directly if you want to engage with Estate Planning.
It's certainly a good idea! We’re not attorneys, but we partner closely with trusted estate law professionals all over the country to prepare all legal documents correctly. Our role is to coordinate the process, explain your options clearly, and make sure your plan aligns with your financial goals.
Attorneys focus on documents. We have a full picture perspective. With our financial advisors, we can help design an estate plan that connects all the pieces, reducing gaps and future issues.
Our internal specialists and outside estate attorneys collaborate to build a coordinated plan.
Definitely! We often review existing plans to identify missing pieces or outdated information.
We recommend reviewing your plan every few years or whenever your life changes significantly such as retirement, marriage, or a new child or grandchild. If you're a financial advising client, our advisors help monitor those transitions and keep your plan current.
That’s perfectly fine. We can coordinate with your current professionals or provide a second opinion. Our goal is to make sure your plan works: financially, legally, and practically.
