Proper Estate Planning

While estate planning is handled by an estate planning attorney, Pathview Wealth Advisors ​can explain the importance of an estate plan and provide guidance for getting your estate plan in place.

For instance, we can review your accounts and assets to let you know what should be funded in your living trust to avoid probate court. It takes about 3 to 4 years for assets like a home to pass through probate to the proper heirs. And probate can easily cost more than $20,000 for one home. All this can be avoided with proper estate planning.

Estate planning documents generally recommended include:

  • A will
  • Living trust
  • Advanced healthcare directive
  • Power of attorney for finances

Beyond guidance and document recommendations, Pathview Wealth Advisors does not offer estate planning services, but we can provide names of highly qualified San Diego estate planning attorneys that can create your estate documents. And by working with us first, you can come to your attorney with a plan for what you need.

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Protect Your Loved Ones.

Contact us for guidance with getting your estate plan in place to protect your loved ones.

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