Trust & Estate Planning
Trust & Estate Planning
Protecting your legacy, preserving your wealth.
We help you achieve your estate planning goals by protecting your assets, managing their distribution, and minimizing taxes.
We work with you to identify the right combination of documents and legal tools to ensure your assets are safeguarded, avoid probate, and provide financial security for your loved ones. With a focus on preserving your wealth and simplifying the process for your heirs, we ensure your legacy is well-protected.
Tax Planning
We develop personalized strategies to reduce estate tax burdens and help protect your wealth for the benefit of future generations.
Estate Planning
We help structure your estate to align with your wishes and goals to provide for your loved ones.
What To Expect When Working With SIMA Wealth Partners
We begin with an initial consultation to thoroughly review your estate planning goals. After a comprehensive assessment of your estate, we create a customized plan to ensure your assets are dispersed according to your direction. We then assist with implementing the plan, handling all legal and financial details for a smooth transition.
Discovery Meeting (30-60 minutes)
During our first meeting we will discuss your goals, priorities, and investing history.
Risk Assessment
From there, we will email a short questionnaire to complete.
Portfolio Review Meeting (30 minutes)
Together, we will look at your risk assessment and discuss investment recommendations.
New Account Paperwork
Now that we have a plan, it’s time to complete some paperwork. We will walk you through all the necessary forms, many of which can be signed electronically.
Account Transfer
Once we have all the new account paperwork it typically takes 7-10 business days for assets to transfer.
Client Portal Setup
Then, we will setup your own portal where you can view your customized portfolio online.
Progress Check-In
Now that your account is setup, we are available to answer any questions you may have. We are always making sure everything is running smoothly and checking in with you regularly.
Partner With SIMA Wealth Parters for Trust & Estate Planning Services
Ensure your estate is managed according to your final wishes; our specialists are ready to provide personalized advice and support.
To learn more about the benefits of our estate planning and trust services, contact SIMA Wealth Partners today.
