Estate & Legacy Planning
The Estate Planning Team works on evaluating existing estate plans and creating customized estate planning summaries that are easy for clients to follow, while providing training and advisory services to clients and employees about all aspects of estate planning and trust administration.

 

  • The Annex Estate Planning Team is led by its own in-house estate planning attorney
  • Annex works with a network of professional estate planning attorneys
  • Services include coordinating with independent corporate and individual trustees

ESTATE PLANNING TEAM

Alec Durand, JD

Estate Planning Attorney

Amy Kiiskila, JD, CFP®, CPA, CLU®

Wealth Strategist and Estate Planning Attorney

Keith Butler, JD

Wealth Manager

Eric Strom, CFP®, EA

Financial Planning Manager

WHAT YOU GET

Estate Planning Education

  • Annex University and dedicated client conversations
  • Core estate planning documents that everyone should have in place
  • Probate vs. Revocable Trust

Comprehensive Review & Analysis

  • Summarize current documents
  • Discuss strategies for administration and tax efficiencies
  • Assist in implementation of changes and updates
Featured Insights
ANNEX RADIO

11 Reasons To Consider Estate Planning

Annex Radio

How Sites Like Ancestry.com, 23andMe, & Others Can Disrupt An Estate Plan

ARTICLE

When To Review Your Estate Plan

DISCLAIMER: Annex Wealth Management is not a law firm and our employees are not acting as your attorney. We do not provide legal advice or draft legal documents. The information contained on this site is general and should not be construed or used as a substitute for legal advice. The law differs in each legal jurisdiction and may be interpreted or applied differently depending on your location or unique situation. You are encouraged to consult with your attorney for legal advice and services.

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