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Estate Coordination
Your investment plan and estate plan, in sync.
Coordinated estate planning for households between $1M and $30M — through Wealth.com, alongside your attorney. We do the coordination; the legal work stays with counsel.
What we coordinate
§ 01- Beneficiary designation review across all accounts
- Account titling alignment with your estate plan
- Wealth.com document organization and digital vault
- Trust funding coordination with your attorney
- Legacy and family mapping sessions
- Coordination of charitable giving structures (DAFs, charitable trusts)
- Annual estate plan review with your attorney and CPA
What we do not do
§ 02Intellicapital Advisors does not provide legal advice and does not draft legal documents. Wills, trusts, powers of attorney, and healthcare directives are prepared by the client's attorney. We coordinate the planning, document collection, and beneficiary alignment so that your investment plan and estate plan stay in sync.
Fees
§ 03For investment advisory clients, estate planning coordination is included as part of the wealth coordination relationship. Standalone Family Mapping Sessions are $600 with annual updates at $125. See the full schedule on our Fees page.