Together, we have years of experience assisting with trust and estate planning through one-on-one consultations and team presentations. If you’re looking for a guide, let EQ take you through the process.
Estate plans, from the simple to the advanced
We have the experience, knowledge, and enthusiasm to help you understand and amend your existing estate plans or help you create new plans. We can even model the various options for complex estate plans.
Collaborating with your legal team
While we’re not legal advisors, we’ll collaborate with your legal professionals to make sure your estate plan works with your overall wealth management plan.
