The role of estate plan coordination in your plan

Without an estate plan, your family will get less and it will take longer for them to get it. With this service, you get the guidance of knowledgeable advisors to help you successfully manage your estate and provide for your family, while minimizing expenses and maximizing tax reduction strategies.


Is estate plan coordination for you?

When you die without an estate plan, the courts are forced to handle everything from the distribution of your property to the guardianship of your children. This is known as probate, which is time-consuming and expensive. Good estate planning lets you avoid the big delays that can put a real financial strain on your family.


Stat

One of the biggest mistakes people make when planning their estates is not naming a contingent beneficiary on retirement accounts and insurance policies, or failing to review beneficiaries often enough.


Why United Wealth Management

One of the most important things you can do to maintain your long-term wishes for your estate is to update your beneficiaries. We will consult with you and your attorney to confirm that all parties are working together in your best interest.
 
 
 
 
 
 
 
 
 
 

Real Solutions for Real Life

A woman works at her computer in a cafe.

Preparing for initial meeting

Gather financial statements and start a list of your current and future financial goals.
 
United Wealth Management Advisor

Our advisors

As your wealth management partner, we’re united in our mission to help you pursue your financial goals.
 
Man learning and taking notes

Education and tools

A few simple resources, like market information and calculators, can make managing your money so much easier.