If you wish to leave behind a meaningful legacy — for loved ones or a charitable institution — you need a well-thought-out estate plan in place. Without one, the fate of your estate could be determined by the government, lawyers, or people who do not have your best interests in mind.
Together with your estate planning attorney, we assist in reviewing your situation and coordinating the financial side of your plan — so your estate benefits the people and causes you care about most.
Dying without an estate plan means the state determines how your assets are distributed — typically following a rigid formula that may not reflect your wishes at all.
Without proactive planning, estate taxes, probate fees, and administrative costs can consume a significant portion of what you have worked a lifetime to build.
Without clear instructions and documents in place, your family may face costly legal disputes, delayed probate, and painful decisions at an already difficult time.
A well-structured estate plan ensures that your wealth, your values, and your wishes are passed on to the people and causes that matter most to you.
We work alongside your estate planning attorney to coordinate the financial side — ensuring every element of your plan works together toward a single goal: your legacy, on your terms.
Structuring your will so your legal team can execute it precisely.
We help you understand how to structure your will so your legal team can create a document that reflects exactly how you want your estate disposed of and distributed. From a simple will to a testamentary will, joint wills, and living wills — we help you navigate the complexities so you can communicate your wishes clearly, without stress over the specifics.
We help you understand how to structure your will so your legal team can create a document that reflects exactly how you want your estate disposed of and distributed. From a simple will to a testamentary will, joint wills, and living wills — we help you navigate the complexities so you can communicate your wishes clearly, without stress over the specifics.
Whether it is to manage specific assets — investments, accounts, real estate holdings — or to help others make healthcare decisions if you are ill or incapacitated, you need a POA in place. A well-crafted POA also ensures that decisions about your final arrangements and estate are handled smoothly and according to your wishes once you pass.
The executors of your estate wield significant powers that determine how your estate is handled upon your passing. We help you understand the importance of choosing the right executor, what criteria to consider, and what questions to ask — especially in situations involving minor children, guardians, or complex asset structures.
If you do not carefully designate beneficiaries across all of your accounts and assets, your estate may end up benefiting individuals you never intended. A well-thought-out estate plan ensures that the needs of your dependents are taken care of and that every asset has a clear, intentional destination.
Taxes, fees, and other levies have the potential to erode a large portion of your estate before your beneficiaries see a cent. With careful planning — well before these events occur — we help you structure your assets to reduce the impact of estate taxes and probate costs, so more of what you built passes to the people and causes you intended.
Even after you pass, many of your assets — long-term investments, real estate, business interests — will need protection and management until they are properly disposed of and their proceeds distributed. Without an estate plan, those assets may not receive the level of oversight and protection they require during this critical transition period.
We support you in synchronizing your estate plan and your will so your assets are distributed in line with your final wishes — down to the last detail. When your plan and your documents are in harmony, your family is spared confusion, conflict, and costly delays at the worst possible moment.
We work alongside your estate planning attorney — not in place of one. Our role is to ensure the financial and legal dimensions of your estate plan are fully aligned, so nothing falls through the cracks.
From reviewing beneficiary designations across every account to coordinating your investment structure with your trust documents, we handle the financial complexity so your attorney can focus on the legal execution.
Legal Disclaimer: L Clayton Services Inc and LPL Financial do not provide legal advice or services. Please consult your legal advisor or estate planning attorney regarding your specific situation.
The questions that come up most often when clients think about estate planning for the first time. Have another? We are happy to answer it.
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Get in touch today to discuss your estate planning goals. We will assess your situation, identify the opportunities, and coordinate with your attorney to put the right plan in place.