What We Do
Your Estate Planning Quarterback
Getting an estate plan in place involves more moving parts than most people expect — documents, attorneys, account custodians, beneficiary forms, deeds, insurance policies. Most of the plans that fail don't fail because of bad documents. They fail because nobody coordinated the follow-through. That is the role we fill.
Here Is What We Do
Education. Connection. Coordination. Follow-through.
We Educate
Clear, unbiased education on estate planning topics: wills and trusts, powers of attorney, health care directives, probate, trust funding, beneficiary designations, account titling, and legacy planning. You will understand your options before you make any decisions.
We Connect
When you are ready to put documents in place, we connect you with the right resources. For many families, that is Wealth.com — a leading online platform where you create your own attorney-drafted estate planning documents through a guided, self-directed process. For more complex situations, we help you engage a licensed estate attorney from our national network, and we help you prepare for that engagement so your attorney's time is spent efficiently.
We Coordinate
We serve as the quarterback of your planning team — organizing your financial information, facilitating communication between you, your attorney, your CPA, and your account custodians, and keeping the process moving so your plan actually gets finished.
We Follow Through
A trust that never gets funded is a plan that never gets finished. We walk you through implementation: retitling accounts into your trust, updating beneficiary designations to align with your wishes, coordinating deed and policy updates with the appropriate professionals, and organizing your completed documents so your family can find them.
We Keep It Current
Life changes — marriages, births, moves, new accounts, new laws. We offer ongoing reviews to help you spot when it may be time to revisit your plan with your attorney, so your plan keeps up with your life.
How Your Documents Are Created
Real Legal Documents. Real Attorneys. Your Decisions.
Attorney-drafted documents through Wealth.com
We've partnered with Wealth.com, one of the nation's leading estate planning platforms. Every document template on the platform was designed and drafted by experienced trusts and estates attorneys and is tailored to the laws of your state. Through a guided online process, you answer questions about your own circumstances and create your own estate planning documents — wills, revocable trusts, powers of attorney, health care directives, and more. The platform's built-in guidance helps you choose the path that fits your goals, and you stay in control of every decision.
A national network of licensed estate attorneys
Some situations deserve one-on-one time with an attorney — blended families, business ownership, special needs beneficiaries, larger or more complex estates. When that is you, we help you connect with a licensed estate planning attorney, and we stay involved as your coordinator: gathering your financial information, joining meetings when helpful, and making sure the attorney's recommendations get implemented on the financial side.
The Core Four
What most estate plans are built on.
These are the documents that form the foundation of nearly every complete plan. We educate you on each one, then connect you with the right resource to put them in place.
Revocable Living Trust
A trust allows your assets to pass to the people you choose without going through probate — a court process that averages 16 to 20 months and becomes a matter of public record. We educate you on how trusts work, and when you are ready, connect you with a licensed attorney or Wealth.com's guided platform to create yours.
You might need this if: You own a home, want to avoid probate, or value privacy in how your estate is handled.
Last Will & Testament
Your will names who settles your affairs, who receives what you have not otherwise directed, and — if you have minor children — who raises them. Even families with a trust still need a will as a backstop. We explain how wills work and coordinate the creation of yours with the right professional.
You might need this if: Everyone. This is the one document nearly every adult needs.
Financial Power of Attorney
This names someone to manage your finances — pay bills, manage accounts, handle decisions — if you become unable to do it yourself. It has nothing to do with death and everything to do with incapacity. We help you understand the options and connect you with the right resource to put it in place.
You might need this if: You would rather choose who handles your finances during incapacity than have a court decide.
Healthcare Directive & Healthcare Power of Attorney
This names who makes medical decisions on your behalf if you cannot, and spells out what kind of care you do and don't want. We walk you through the considerations and coordinate the document creation through your chosen path.
You might need this if: You have any preference about your medical care, or a family member you would rather not put in the position of guessing.
Advanced & Complex-Situation Planning
Not Everyone Needs This Section.
If nothing here describes your life, skip it entirely. These are areas where we educate you on the options and connect you with specialized attorneys.
Special Needs Planning
For families with a loved one receiving means-tested government benefits. An inheritance handled incorrectly can disqualify them from the support they depend on. We educate you on how special needs trusts work and connect you with an attorney who specializes in this area.
Spousal Protection Planning
ZZTEST_MARKER_12345 For blended families, second marriages, or any situation where 'leave everything to my spouse' is not as simple as it sounds once children from a prior relationship are involved. We help you understand the options and coordinate with an attorney to structure the right solution.
Long-Term Care & Medicaid Planning
For anyone thinking ahead about the cost of extended care and how to protect assets while still qualifying for support. We educate you on the landscape and connect you with attorneys and professionals who specialize in Medicaid and long-term care planning.
Beneficiary Liquidity Planning
Our signature coordination focus. Accounts with outdated or missing beneficiary designations do not pass through your trust — they fall outside it, into probate. We coordinate the review of every designation and help ensure nothing you have built falls through that gap.
Charitable & Legacy Planning
For anyone who wants part of their estate to support a cause, institution, or community they care about. We educate you on the options — donor-advised funds, charitable trusts, direct bequests — and connect you with the professionals who structure them.
Multi-Generational Wealth Transfer
For families thinking beyond their own children, toward grandchildren and future generations. We help you understand how dynasty trusts, generation-skipping strategies, and family governance structures work, then connect you with the right attorney.
Tax-Efficient Planning
For coordinating your estate plan with strategies that reduce the tax burden on what you pass along. We work alongside your CPA and estate attorney to ensure your plan is structured to preserve as much as possible for the people you intend.
An Important Distinction
TRI Estate & Legacy is not a law firm and does not provide legal advice. We are estate planning educators and coordinators. When your situation requires legal counsel, we connect you with a licensed attorney — and we stay involved as your quarterback to make sure nothing falls through the cracks.
Take the First Step
The Best Time Was Twenty Years Ago. The Second-Best Time Is Today.
Getting your estate plan in place is one of the most loving things you can do for your family — and it is far easier than you think when someone walks the path with you. Start with a free education session. No pressure, no obligation, no jargon.
Free · No obligation · A relaxed conversation, not a sales pitch