Estate Planning Services & Management

From foundational estate planning basics to intricate planning issues—such as complex assets (a business), complicated family situations (you and your spouse have children from a previous marriage), or other circumstances (special needs or medical issues)—our in-house estate lawyers work in concert with our financial advisors to help you prepare for countless life scenarios.

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Questions We Can Help You Answer

Our estate planning services help answer key questions to help you achieve peace of mind:

  • How do I want to be remembered? How do I want my story to be told when I’m not here?
  • What makes up my taxable estate and how is my estate taxed?
  • What are the different types of trusts available? What is a living trust, and do I need one?
  • What is an advance health care directive? Should I appoint a health care proxy in case I can’t make medical decisions for myself?
  • Who should get my money and other assets when I’m gone? Should I have my beneficiary designations defined for my retirement accounts and life insurance policies?
  • Am I okay with the state deciding who gets my assets? Should I assign a durable power of attorney to someone I trust?
  • Who do I want to entrust my kids with when I’m gone or when something goes wrong? What can I do to ensure my children and loved ones are taken care of financially?
  • My child has special needs and will need specialized care for life. How can I ensure that my child is protected and can live a fulfilling life?
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Estate Planning Made Easy and Seamless

While many wealth management firms offer estate planning services, you often need to bring in your own estate planning attorney or specialist, as well as a tax advisor. And if you don’t have or don’t know an estate or trust attorney, firms will typically refer you to someone they work with. This leaves you with the job of coordinating a team of experts, who may have competing interests, to work on your behalf.

On top of that, estate laws are complex and state laws differ from state to state. Most wealth management firms don’t have the resources or expertise to cover a large span of the country. It’s more likely that these firms will have expertise with a handful of states and will need to bring in another party to work with them.

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Why We’re Different

At Mercer Advisors, you get in-house estate lawyers who work with our financial advisors to fulfill a singular goal: protect your loved ones and everything you have worked for. We can also work with your attorney and other service providers (like your accountant) as needed to deliver on your goals.

Since your advisory team already understands your financial goals, the process of drafting and updating an estate plan is seamless. Most importantly, our concierge services guide you through the process from start to finish.

We’ll guide you every step of the way

Once we’ve identified your estate planning needs, one of our in-house estate planning attorneys will join your advisor and their team to develop the strategy and design around your estate plan. The plan may include a trust, last will and testament, and financial and healthcare power of attorney where you can decide who administers your assets and healthcare decisions.

Estate Plan Included For Clients With $1 Million Or More With Us

We’re such firm believers in the importance of having an estate plan, that each Mercer Advisors client with more than $1 million in assets under our management receives a complimentary estate plan.

We know how time-consuming managing your estate can be, and we believe it is critical to view your entire financial picture to ensure you protect every aspect of your financial health—this is at the core of who we are.

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Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc.

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