Plan Your Legacy with Professional Guidance
Detalus partners with law firms and advisors to support the estate planning process. We do not provide legal services, but in some cases offer tools and guidance to help clients prepare estate planning documents. Our role is to help you protect assets, clarify your wishes, and plan for the people and causes you care about.
We partner with Wealth.com to analyze your estate planning and legal documents with precision and clarity.
Their platform reads complex trusts, wills, and legal documents, extracting key details and identifying opportunities. It can also help create new estate planning documents when needed. This tool helps us provide better guidance on your legacy and work more effectively with your legal team.
Estate Planning Solutions for You
Estate Plan
Document Drafting
Provide access to tools that help create
legally sound estate planning documents.
Trust Planning and
Administration Guidance
Protecting and managing assets through trusts.
Multi-Generational Wealth
Transfer Planning
Passing wealth across generations thoughtfully.
Charitable Legacy Integration
Incorporating giving into your estate plan.
Family Meeting Facilitation
Communicating your plan to family members.
Business Succession
Planning Coordination
Transitioning business ownership and leadership.
Beneficiary Designation
Review and Coordination
Helping assets pass according to your wishes.
Estate Tax Planning
and Reduction Strategies
Managing potential estate tax obligations.
Legacy Is About More Than Money
Understanding What You Already Have
Through our partnerships with leading legal document analysis platforms, we help you understand every detail of your existing estate planning documents.
Trust Documents
- Joint and Individual Revocable Trusts: including Marital, Credit Shelter, Survivor’s, and Trust for
Other Beneficiaries - Irrevocable Trusts: GRATs, ILITs, SLATs, QPRTs, CRATs, CRUTs, and Dynasty Trusts
Estate Planning Documents
- Last Wills & Testaments
- Pour-Over Wills
- Advance Health Care Directives
- Financial Powers of Attorney
Tax & Business Documents
- Form 709 (Gift Tax Returns)
- LLC Operating Agreements
Documents with Amendments
We can analyze trust restatements, amendments, and codicils when you provide them alongside the original documents.
Our Complimentary Estate Document Drafting Process
We begin with a conversation about your family situation, assets, goals, and concerns.
Based on your situation, we recommend appropriate estate planning documents. We discuss options for trustees, executors, guardians for minor children, and how you want assets distributed.
Through our estate planning partnership, your documents are prepared by professionals experienced in estate planning. The drafting process incorporates your specific instructions, coordinates with your financial plan, and reflects current estate planning law.
Once documents are drafted, we review them with you to help confirm they accurately reflect your intentions. We also help you understand how to fund trusts if applicable and update beneficiary designations to coordinate with your plan.
We encourage clients to review estate plans regularly, ideally every three to five years or when significant life events occur. Because document drafting is complimentary for Detalus clients, updating your plan as circumstances evolve is straightforward.
While we coordinate estate planning as part of your wealth management and provide access to document drafting services, we are not attorneys and do not provide legal advice. Complex situations may require consultation with an estate planning attorney, which we can help coordinate.
Estate Planning for Your Situation
Estate planning looks different for every family. Explore the situations we most often help clients navigate, and how we approach each one.
Your Scenario
How can I teach financial responsibility while providing support?
What’s the best way to help without enabling bad habits?
How We Help
We facilitate family conversations and structure distributions that support meaningful pursuits while encouraging independence through incentive provisions, staged distributions, or accountability-focused trust structures.
Your Scenario
What charitable giving options exist through my estate?
Can my estate continue supporting causes I care about?
How We Help
We evaluate charitable giving options, from simple bequests to charitable trusts or foundations, and integrate them with your tax strategy and family provisions.
Your Scenario
How do I provide for my spouse and children from a previous marriage fairly?
How do I support a family member with special needs without affecting their benefits?
How We Help
We guide families through specialized planning: guardianship decisions, minor’s trusts, blended family structures like QTIP trusts, and special needs trusts that preserve benefit eligibility. We coordinate with attorneys to create solutions that protect your family and honor your wishes.
Your Scenario
Should it go to my children or be sold?
How do I coordinate succession with estate planning?
How We Help
We coordinate business succession with your estate plan, considering buy-sell agreements, insurance, entity structures, and family dynamics to align with your goals.
