Estate Planning

Without an estate plan in place, the distribution of your assets may not follow your intentions. That's why working with trusted financial advisors and planners is a critical step. CORDA's team has decades of experience guiding clients through key decisions around investments, trusts, beneficiaries, and more.

With CORDA, you’ll work with a team who understands the nuances of generational wealth and the emotional considerations involved. We work to bring confidence and clarity to what can often feel like an overwhelming process.

While we do not draft legal documents, we collaborate closely with clients and their attorneys to ensure that your plan aligns with your broader financial goals. If you need legal support, we’re happy to connect you with professionals we trust.

How We Help

Our advisors regularly assist clients with the following estate planning services:

Will & Inheritance Planning

We help you think through how your assets should be distributed, working alongside your legal counsel to ensure your wishes are clearly documented and your loved ones are protected.

Trust Planning & Administration

Our team guides you through trust structures and strategies designed to preserve wealth, minimize tax exposure, and provide for future generations.

Inherited IRA Management

Navigating the rules around inherited retirement accounts can be complex. We help beneficiaries understand their options and make informed distribution decisions.

Life Insurance Review & Coordination

We evaluate your existing life insurance coverage within the context of your broader estate plan to ensure adequate protection for your family and beneficiaries.

Coordination with Estate Attorneys

While CORDA does not draft legal documents, we collaborate closely with your attorneys to ensure your estate plan aligns with your overall financial goals.

All guidance is integrated into your broader financial plan, which we continuously update as your life evolves. Whether your estate is modest or complex, our advisors are here to help you plan thoughtfully and act with confidence.

Estate planning services, including trust and will preparation, are available for clients enrolled in our Voyage or Legacy service tiers. Navigate and Journey clients should speak with a financial advisor for pricing details. CORDA is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through third parties unaffiliated with CORDA.