Strategic Estate Planning Package - Tier 3

Ready to secure your most complex assets and business interests? Our Strategic Estate Planning Package is our most robust offering, designed for high-net-worth individuals in both Washington and Montana, business owners, and those with intricate financial portfolios. This all-inclusive package builds on the Comprehensive plan, providing you with sophisticated strategies to protect your wealth, ensure a seamless business transition, and minimize tax liabilities. You'll receive coordinated guidance from our team and your tax professional to create a powerful, multi-layered plan that safeguards your legacy for generations.

What's Included in the Strategic Package?

This package includes all the documents and services from our Comprehensive Package, with an added layer of specialized strategies to protect and grow your wealth. The Strategic Package includes:

• Revocable Living Trust: Create a customized trust designed to avoid probate, maintain privacy, and streamline asset distribution.

  
  

• Pour-Over Will: Ensures any remaining assets are directed into your trust structure.

  
  

• Financial Power of Attorney: Authorize trusted decision-makers to manage financial matters if incapacity occurs

  
  

• Healthcare Power of Attorney: Protect your healthcare wishes by appointing trusted advocates and health proxies.

  
  

• "Kids Protection Plan": Guardian nomination documentation to ensure your children are protected and cared for according to your wishes. A proprietary NLBM planning element.

  
  

• Family Wealth Inventory: Organized documentation of assets, accounts, policies, property, and legacy intentions.

  
  

• Basic Asset Funding Guidance: Initial instruction on properly aligning assets with your estate plan.

  
  

• Trust Funding Assistance: Hands-on assistance with retitling qualifying assets into the trust structure.

  
  

• L.I.F.T. Foundation Review: Comprehensive review identifying gaps involving:

  • Legal protections

  • Financial positioning

  • Insurance coverage

  • Tax exposure

    
    

• Business Succession Planning Elements: Strategic planning considerations for business continuity and legacy transition.

  
  

• Ongoing Access & Follow-up Reviews: Continued guidance as life, assets, and family circumstances evolve.

  
  

• Potential Membership Program Access: May include entry into an ongoing legacy planning an maintenance membership program.

Our goal is to provide a complete, custom-tailored plan that addresses your unique needs, protecting your family, business, and wealth for the future.