Your estate plan should
reflect what matters to you.
We help you understand what is already in place, identify decisions that may require attention, and coordinate your estate plan with the financial and tax strategies surrounding it.
Your legal documents are only one part of a complete estate plan.
- 01Understand your wishes, family circumstances, and existing plan
- 02Review account ownership and beneficiary designations
- 03Coordinate estate, tax, and financial-planning decisions
A clear path from review
to planning.
Start with what you need today. The appropriate service
depends on your existing documents, family
circumstances, assets, and the level of legal guidance
required.
Estate Plan Review
- ✓Review of existing estate-planning documents
- ✓Review of account ownership and beneficiary designations
- ✓Summary of potential gaps and recommended next steps
Digital Estate Plan
- ✓Access to the Wealth.com estate-planning platform
- ✓Self-led and directed creation of core estate-planning documents for eligible situations
Digital + Attorney-Guided Plan
- ✓Access to the Wealth.com estate-planning platform
- ✓An attorney-guided planning conversation that is completed outside of Quantis, with support throughout the document creation in Wealth.com.
Customized Estate Plan
- ✓Direct engagement with an estate-planning attorney who works closely with our team
- ✓Revocable trusts, wills, powers of attorney, health-care documents, and guardianship provisions as appropriate
- ✓Legal work and fees arranged separately with the attorney
Advanced Estate and Family Wealth Planning
Clients with significant complexity—including business ownership, multistate real estate, irrevocable trusts, charitable planning, taxable estates, concentrated stock, special-needs issues, elder-care matters, blended-family circumstances, or multigenerational planning—would be handled through a more comprehensive planning process.
Quantis can help identify these considerations, assess how they connect to your financial and tax decisions, and coordinate the planning process. When legal guidance is appropriate, an estate attorney may be engaged separately.
- Business succession
- Advanced gifting
- Estate-tax exposure
- Specialized trusts
- Blended families
- Multistate property
Questions about the estate-planning process.
The first conversation allows us to understand your
situation and determine which level of service may be
appropriate.
We’ll consider your family structure, assets, desired documents, state-specific requirements, and the level of legal guidance you need. Quantis wealth-management clients may also begin with a complimentary review of their current estate plan.
Yes. We can organize and review your current documents, beneficiary designations, and account ownership to identify potential gaps and items that may require further attention.
Quantis provides estate-planning education, financial planning, and coordination. Legal advice and document preparation are provided by an estate-planning attorney. For a customized plan, the client engages and pays the attorney directly.
If your situation involves advanced tax planning, specialized trusts, business succession, or other needs outside the available service scope, we can help identify the appropriate next step and coordinate with outside counsel.
Yes. We can work with your existing legal and tax professionals so that your documents, account ownership, beneficiary designations, and broader financial plan are considered together.
Timing depends on the service selected, the complexity of your circumstances, and how quickly information and decisions are provided. We will outline the expected process before work begins.
Review your current estate
plan and identify the next
step
Tell us what prompted you to reach out and whether you are interested in reviewing an existing plan or exploring a digital, attorney-guided, or customized legal plan. We’ll help identify an appropriate next step.