ESTATE PLANNING
Focus on what's important. We'll help with the rest.
Collaborative Estate Plan Design
Ascent Advisors collaborates with your attorney and CPA to design a professional estate plan—ranging from a simple will to a complex trust agreement. Our team helps facilitate the conversations families often prefer to avoid, supporting clarity and thoughtful decision-making throughout the process.
Supporting Asset Organization and Transition Planning
We assist in organizing and safeguarding your assets to support a smooth transition during unexpected events or times of crisis. Our approach encourages proactive planning and reduces confusion for loved ones when decisions need to be made.
Guidance for Family Understanding and Communication
At Ascent Advisors, we create an environment where family members have the opportunity to fully understand the estate plan and the intentions behind it. This fosters transparency, reduces conflict, and strengthens multigenerational communication.
Estate Planning Outline and Checklist
Estate planning isn’t limited to those with significant wealth. Regardless of net worth, a well-structured estate plan outlines how your assets will be transferred to the people or causes you care about. Estate planning also helps address living expenses for dependents and align decisions with long-term financial and legacy goals. A clear plan supports your family’s direction and carries forward your intentions after your passing.