Will & Trust Setup
Our advisors at Pinnacle Wealth are here to help you understand how your assets will be distributed under your current estate plan. We work with our in-house team of estate planning specialists, lawyers and any of your outside professionals to formalize your wishes. We want to minimize your estate’s administrative burden and maximize the value distributed to your loved ones and the organizations you cherish.
Wills and trusts are a vital component of estate planning. They are legal instructions of where your assets should go when you have passed on. As part of your estate plan, we will help you develop a will or trust to fit your needs.
One of the most important decisions in this process is who to name as trustee.
Even the best drafted document would fail to meet your goals if the trustee selected fails to carry out their role properly. You have worked hard to pursue your financial goals and your family deserves the counsel of an objective professional.