Estate Planning

Most people don’t like discussing estate plan details with the people it affects, but it is a crucial piece of your legacy, and communication makes all the difference. 

OneAscent Wealth specializes in assessing your estate plan’s alignment with your wishes and working with your attorney to ensure it aligns with your desires. We also help develop strategies for communicating the plan to the people it affects.

An effective estate planning strategy begins with an understanding of your unique perspective on money and the values that guide your life.

We begin client relationships with the end in mind. Read more about our unique onboarding process.

Successful Estate Planning

Determining what happens to your assets after you pass and how you want to divide your assets requires considering personal, philanthropic, and tax considerations. 

Most lawyers and CPAs ask simple questions like, “How much do you want to leave your children?” and “How much do you want to give to charity?” While these are fundamental aspects of your estate plan, they don’t get to the heart of the matter. 

Our advisors follow a proven process to understand the legacy you want to leave in five areas:

  • Your personal legacy
  • Your family legacy
  • Your financial legacy
  • Your business legacy
  • Your charitable legacy

Your desire to leave a legacy in these areas is the foundation for your estate plan. 

Reach out to one of our advisors to learn more about our estate planning approach. We serve clients nationwide from our offices in Birmingham, AL; Albany, GA; Columbia, TN; Pensacola, FL; and Indian Harbor Beach, FL.

Preparing to Meet With an Estate Planner

Your advisor will review your financial information to develop your estate plan. Gathering some documents will help your advisor address the specifics of your situation. Here is an estate planning checklist to help you prepare for a productive discussion.

  • List your significant assets.
  • Total your debt.
  • Collect recent bank and account statements. 
  • List your insurance policies. 
  • Consider your beneficiaries. 
  • Determine your executor. 

Don’t worry if you don’t have all of these assets for your first meeting. Your financial advisor can help you dive deeper into each facet of your estate plan so you can be confident that your legacy is about more than transferring money. 

OneAscent Wealth provides estate planning services for clients nationwide from our offices in:

Do you need guidance in creating or updating your estate plan? Schedule a consultation!