Coordinating your estate plan with your broader financial and tax strategy—whether you already have an estate planning attorney or want a structured path to create or update your documents.
At ACT Advisors, we believe your estate plan should not sit disconnected from the rest of your financial life. We proactively coordinate with your estate planning attorney—bringing your ACT Advisors financial planner and attorney into the same conversation so your trust, will, and beneficiary decisions can be considered alongside your investment and tax strategy.
For clients who do not have an estate planning attorney yet, or whose plan has stalled, ACT Advisors can facilitate a structured estate-document process using estate-planning software. ACT gathers the financial-planning information needed for the process and helps clients move through the steps. The documents are prepared through the applicable third-party provider, with attorney involvement or review when appropriate based on the client’s circumstances and the service being used. ACT Advisors does not practice law, provide legal advice, or prepare legal documents.
When your financial advisor and estate attorney operate in silos, decisions can end up conflicting—a beneficiary designation that does not match your trust, an account that was never retitled, or a plan that was drafted years ago and never updated as your financial picture changed. By facilitating direct communication with your estate planning attorney, we help bring your investment, financial-planning, and estate considerations into the same conversation.
Whether you are selling a business, retiring, exercising stock options, or updating beneficiaries after a life event, we help coordinate the financial and investment angles with your estate planning attorney so your documents and financial plan can be considered together.
With your explicit written authorization, our team can share relevant financial information directly with your estate planning attorney to help support alignment between your financial plan and your estate documents.
Estate plans often go stale—trusts that were never funded, powers of attorney that name people who are no longer in the picture, or beneficiary forms that have not been updated in a decade. As part of our regular planning process, we help flag when it may be time to revisit your estate plan and coordinate financial-planning information with the attorney or outside provider responsible for the documents.
Not every client has an existing estate-planning relationship, and for many, getting started is the hardest part. ACT Advisors can facilitate the estate-document process through EncorEstate Plans’ estate-planning software, a third-party scrivener service identified in ACT Advisors’ Form ADV, or coordinate with estate-planning attorneys based on the client’s needs. ACT remains involved in the process by gathering relevant financial-planning information, helping clients understand how estate decisions connect to their financial plan, and coordinating with the outside provider or attorney as appropriate.
ACT Advisors does not practice law, provide legal advice, prepare legal documents or deeds, or represent clients as attorneys. Legal-document preparation and legal review are performed by the applicable third-party provider or licensed attorney, who—not ACT Advisors—is responsible for those services. Clients should consult a licensed estate-planning attorney regarding individual legal circumstances.
ACT Advisors can coordinate your estate planning with your broader financial and tax strategy, communicate with your estate attorney with your written authorization, and facilitate a structured estate-document process for clients who need one. ACT Advisors does not practice law, provide legal advice, or prepare legal documents.
ACT Advisors gathers relevant financial-planning information and helps clients use estate-planning software through EncorEstate Plans or coordinate with estate-planning attorneys, depending on the client’s needs. The documents are prepared through the applicable third-party provider, with attorney involvement or review when appropriate based on the client’s circumstances and the service being used. ACT does not prepare the documents or provide legal advice.
Yes. Our primary approach is to coordinate with your existing estate planning attorney, bringing your financial and estate strategy into the same conversation rather than having them handled separately.
ACT Advisors can facilitate the estate-document process through EncorEstate Plans’ estate-planning software or coordinate with estate-planning attorneys based on the client’s needs. Clients remain free to choose another provider. ACT does not provide legal advice or prepare legal documents.
ACT Advisors facilitates the process and coordinates the financial-planning information needed for it, but does not prepare legal documents, deeds, or other legal instruments. Legal documents are prepared by the third-party provider or licensed attorney. ACT can coordinate financial-planning considerations related to trust funding and titling with the client’s attorney and other relevant professionals, as appropriate.
No. ACT Advisors is a fee-only fiduciary financial planning and investment management firm. We do not practice law, provide legal advice, prepare legal documents, or represent clients as attorneys.
Estate decisions can affect taxes, retirement income, and how your broader financial plan is structured, and vice versa. Coordinating estate planning with your tax planning and overall financial strategy can help you consider related decisions together. ACT Advisors does not provide tax or legal advice; consult qualified professionals regarding your individual circumstances.
Whether you already work with an estate planning attorney or want help getting a structured estate-document process moving, we can help coordinate relevant financial-planning considerations with the rest of your financial life.
ACT Advisors provides financial planning and investment advisory services. ACT Advisors does not practice law, provide legal advice, prepare legal documents or deeds, or represent clients as attorneys. Any discussion of legal or estate topics is general and should be reviewed with the client’s licensed estate-planning attorney or other qualified professional. Coordination or data sharing with a client’s attorney occurs only with the client’s explicit written authorization.
ACT Advisors may facilitate a client’s estate-document process through EncorEstate Plans, a third-party scrivener service, or coordinate with estate-planning attorneys depending on the client’s needs. Legal-document preparation and legal review are performed by the applicable third-party provider or licensed attorney; ACT Advisors is not responsible for those legal services.
Clients who engage EncorEstate Plans through ACT Advisors within ACT’s existing arrangement do not pay an additional fee to EncorEstate Plans for that service because ACT Advisors bears the cost. Clients referred to EncorEstate Plans outside that arrangement may pay EncorEstate Plans directly. Other estate-planning services are available, and clients are not required to use EncorEstate Plans or any provider recommended by ACT Advisors.
Advisory services offered through ACT Advisors®, LLC, a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training.