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Estate Planning

The Annex Wealth Management Estate Planning Team works on evaluating existing estate plans to create easy-to-follow, customized estate planning summaries

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Our team provides training and advisory services for all aspects of estate planning and trust administration.

In-House Team Provides Expert Advice & Care
  • In-house team featuring in-house estate planning attorneys
  • Experienced planning guidance working with your estate planning attorney
  • Coordination with independent corporate and individual trustees
Estate Planning Education
  • Regular client education led by members of Annex Wealth Management’s Estate Planning team
  • Annex Client Service team engages in dedicated estate planning conversations throughout the year
  • Learn which core estate planning documents should be in place for each milestone on the client journey
Comprehensive Review & Analysis
  • Summarize current documents
  • Discuss strategies for administration and tax efficiencies
  • Assist in implementation of changes and updates

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.