Estate Planning Services
Your Wealth, Your Legacy, Your Way. At Tidemark Financial Partners, we believe estate planning is about more than just distributing assets—it’s about protecting your loved ones and ensuring your wishes are honored. Many people delay estate planning, thinking it’s only necessary for the wealthy or something to consider later in life. However, without a proper plan, state laws may determine how your estate is handled, which may not align with your intentions. By planning ahead, you take control of your legacy and provide clarity for those you care about.
1. Essential Estate Documents
Last Will & Testament
A legal document that outlines how your assets will be distributed and who will manage your estate after your passing.
Revocable Living Trust
A flexible estate planning tool that allows you to manage and distribute your assets while avoiding probate.
Power of Attorney
Ensures a trusted individual can make healthcare decisions for you and access your medical records if you become incapacitated.
Medical Power of Attorney + HIPAA Authorization
A legal authorization granting someone the ability to make financial and legal decisions on your behalf if you’re unable to do so.
Schedule of Assets
A comprehensive list of your assets to help ensure nothing is overlooked in estate planning and trust administration.
Trust Funding Guide
Instructions on how to properly transfer assets into your trust to ensure it functions as intended.
Living Will
A directive specifying your preferences for end-of-life medical care to ensure your wishes are honored.
Certification of Trust
A document that provides proof of your trust’s existence and authority without disclosing full trust details.
Child & Pet Guardian Nomination
A designation of who will care for your minor children or pets if you’re unable to do so.
Final Arrangement Preferences
A document outlining your wishes for funeral, burial, or memorial services to relieve loved ones of difficult decisions.
2. Personalized Guidance
We walk you through the estate planning process, helping you identify key decisions such as executors, trustees, guardians, and asset distribution.
3. Strategic Tax & Legacy Planning
Our advisors educate you on estate tax considerations and trust strategies to help you maximize your legacy.
4. Notarization & Execution Support
We assist in finalizing your estate plan to ensure it is legally binding and aligned with your financial goals.
Why Choose Tidemark Financial Partners?
By integrating estate planning with your overall financial strategy, we ensure your legacy is protected in a way that aligns with your broader financial goals. With the expertise of Trust & Will, your documents are prepared with precision, and our team is here to guide you every step of the way. Don’t wait to put a plan in place. Contact Tidemark Financial Partners to start your estate planning journey and secure peace of mind for yourself and your family.
Individual
$1500
- 1 Trust
- 1 Will
- 1 Power of Attorney
- 1 Medical Power of Attorney
Couple
$2500
- 1 Trust
- 2 Wills
- 2 Power of Attorneys
- 2 Medical Power of Attorneys
Note: Tidemark Financial Partners does not provide legal advice. Please consult with a legal professional regarding your specific situation.