Estate Planning Coordination
Coordinated estate planning for households with $1M to $30M — through Wealth.com, alongside your attorney.
What we coordinate
- • Beneficiary designation review across all accounts
- • Account titling alignment with your estate plan
- • Wealth.com document organization and digital vault
- • Trust funding coordination with your attorney
- • Legacy and family mapping sessions
- • Coordination of charitable giving structures (DAFs, charitable trusts)
- • Annual estate plan review with your attorney and CPA
What we do not do
Intellicapital Advisors does not provide legal advice and does not draft legal documents. Wills, trusts, powers of attorney, and healthcare directives are prepared by the client's attorney. Intellicapital coordinates the planning, document collection, and beneficiary alignment so that your investment plan and estate plan stay in sync.
Fees
For investment advisory clients, estate planning coordination is included as part of the wealth coordination relationship. Standalone Family Mapping Sessions are $600 with annual updates at $125. See the full schedule on our Fees page.
Important: Information on this page is for general purposes only and is not legal advice. Consult a qualified attorney about your specific situation.
Your folio, unwritten.
A one-hour conversation — no obligation, no deliverables, no cost. If we are the right fit, you will know. If we are not, we will tell you who is.