Estate Planning with Clarity and Care
Estate Planning Guidance That Protects What Matters Most
Estate planning is about more than documents — it’s about making sure everything you’ve built goes where you intend. At FLS Financial Group, we help align your estate planning goals with your broader financial strategy.
We don’t draft legal documents, but we do work closely with your estate attorney to ensure your financial accounts, insurance policies, and beneficiary designations are consistent with your wishes. Our role is to make sure no detail is overlooked and that your legacy plan reflects your current life and priorities.
What’s Included in Our Estate Planning Coordination
Review of Wills & Trusts
We help you understand how your current documents fit into your broader financial picture and identify when updates may be needed based on life changes or planning goals.
Beneficiary Designation Review
Your beneficiary settings often determine where assets go more quickly and efficiently than your will. We walk through each account — retirement plans, investment accounts, and insurance policies — to ensure designations match your intentions.
Account Ownership & Titling Alignment
Improper account titling can create complications or unintended tax consequences. We help make sure your assets are titled correctly, whether held individually, jointly, or within a trust.
Coordination with Your Estate Attorney
We communicate directly with your attorney (with your permission) to ensure the legal documents they prepare align seamlessly with your financial plan. If you need an attorney, we can also recommend trusted professionals.
Charitable Giving & Legacy Planning
For those who want giving to be part of their long-term plan, we help incorporate charitable strategies, philanthropic goals, and legacy intentions into your financial and estate structure.
Ongoing Plan Updates
Because life changes, we review your estate-related items during annual planning meetings and help you stay ahead of decisions that may need to be adjusted over time.
Do you create wills or trusts?
No, we don’t draft legal documents, but we work closely with your attorney to ensure your financial plan aligns with your estate documents.
How often should I update my estate plan?
We recommend reviewing your estate plan every few years or after major life changes such as marriage, divorce, inheritance, or retirement.
Can you help me find an estate attorney?
Yes. If you don’t have one, we can connect you with a trusted estate planning attorney.
Do you handle beneficiary reviews?
Absolutely. We’ll walk through all your accounts — investment, retirement, and insurance — to confirm your beneficiary designations are accurate and up-to-date.
Let’s Talk About Your Legacy.
It’s never too early to start organizing your estate. Contact our team to schedule a review and ensure your plan aligns with your goals, protects your loved ones, and reflects the legacy you want to leave.
