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.
Our estate planning services help answer key questions to help you achieve peace of mind:
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.
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 needs identified
Your plan design reviewed
Your estate plan kept up to date
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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The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.