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.

• 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?

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.

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.