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 child, illness, mental capacity issues)—our in-house estate lawyers working in concert with our advisors can help you prepare for countless life scenarios.
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?
- How are estates taxed, and what are the different types of trusts available? What is a living trust, and do I need one?
- Who should get my money and other assets when I’m gone? Am I okay with the state deciding who gets my assets?
- 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 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?
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. And if you don’t have or don’t know an estate or trust attorney, firms will typically refer you to a firm 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 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.
Why We’re Different:
Our Estate Planning Team
Why We’re Different:
Our Estate Planning Team
At Mercer Advisors, you get in-house estate lawyers who work in conjunction with our 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 mean we guide you through the process from start to finish.
Your fiduciary advisor will guide you through the entire process
Your needs identified
Your plan design reviewed
Your estate plan kept up to date
Once your estate planning needs have been identified, one of our in-house estate planning attorneys will join your advisory team to develop the strategy and design around your estate plan. The plan may include a trust, will, and financial and health care power of attorney where you can decide who administers your assets and health care decisions.
Then you will have the opportunity to ask questions and approve your plan design. From there, your dedicated estate planning team will draft your documents and implement your estate plan.
Because your estate plan is integrated into your comprehensive wealth management plan, you can rest assured that we’ll be proactive about keeping your assets properly titled and accounted for, and your estate plan documents current.
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 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.
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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