Through our relationship with the Vanilla estate planning platform, IFA will provide the following estate analysis services:
-
Review of & recommendations for existing estate plans
-
Proactive estate monitoring & opportunity identification
A basic review of a client’s existing estate plan is included as part of the IFA management fee. Some estate plans are more complex and will require a more in-depth analysis. There will be additional costs incurred by the client for these complex estate plan reviews. Consult your IFA Wealth Advisor to determine if your current estate qualifies for a basic or complex review.
The report provided to the client following a basic estate plan analysis will feature the following:
-
Current financial and family review
-
Estate document checklist
-
Trust Fiduciaries including successor trustees (if applicable)
-
Will Fiduciaries including executor and successor executor(s)
-
Powers of Attorneys including attorneys-in-fact and successor attorneys-in-fact
-
Advance Healthcare Directive Review
-
Waterfall analysis outlining beneficiaries and the assets they will receive
-
Opportunities to improve your existing estate plan
Download Sample Estate Plan Report