How We Work

Years of careful financial planning and retirement preparation deserve the same level of attention when it comes to protecting your legacy. Planning for the future means not only securing your own financial well-being, but also ensuring your wealth and wishes are carried out as intended. At Avanti Wealth Management^®, legacy planning is an integral part of a holistic financial strategy, considered from the very start. Our thoughtful approach to structuring your estate ensures that every detail aligns with your intentions, providing clarity and peace of mind for you and your loved ones.

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Our Process for Wills, Trusts & Inheritance Planning

Avanti Wealth Management^® is proud to provide coordinated access to comprehensive estate planning services, ensuring that essential legal documents are in place to protect your financial and personal wishes. This includes living wills, advance directives, durable powers of attorney for healthcare and finances, and revocable living trusts, all designed to keep your plan aligned and secure in the event of unforeseen circumstances.

Leave Your Family Prepared with the Family Estate Organizer™

A personalized Family Estate Organizer™ (FEO) is available to serve as a comprehensive resource for essential documents and information. This carefully designed tool consolidates critical financial and estate details in one accessible location, providing clarity and organization for both clients and their loved ones.

The FEO may include a range of useful resources, including:

Asset sheet
Bank account access information
Final arrangements and wishes
Property records
Names of beneficiaries
Survivor’s checklist
Important contact information for executors of state
Passwords
Family photos
Favorite quotes

Our Legal Partners

As part of a holistic approach to wealth management, Avanti Wealth Management^® recognizes estate planning as a vital component of a well-structured financial strategy. Through collaboration with Barks Law Firm, led by Stuart Barks and Angie Royal, our clients have access to a trusted, vetted legal team for their comprehensive estate planning needs. They know our holistic process well and can seamlessly integrate your legal, estate, financial, and tax planning needs efficiently, all in one convenient location.

Your existing legal relationships can also be integrated into the planning process. We work with many local and national attorneys using our collaborative approach.

Why Choose Us for Estate Planning Services?

You deserve dedicated estate planning consultants that will help you properly plan for every aspect of your financial life, including legacy planning and trust services. When you manage your finances with Avanti Wealth Management^®, you’re gaining experienced, trusted advisors who bring a complete, holistic approach to your wealth and estate plan. Schedule a consultation with us today and learn how you can keep your life—and money—moving forward.

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