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Estate & family
Beneficiaries, trusts and college funds, checked every year and coordinated with your attorney.
Led by
June Okafor
Included in Ongoing planning
What we do
Estate plans fail quietly: a beneficiary form from 2009, a trust nobody funded, an account that skips the will. We check every designation every year and work with your attorney so the documents say what you want.
For families, June builds college funding that does not crowd out retirement, and helps parents prepare their children for what they will one day inherit.
What you get
A yearly beneficiary and titling check
Coordination with your estate attorney
529 and college funding plan
A family meeting, if you want one
The rest of the plan
Talk to the advisor who leads it.
A twenty-minute call, no paperwork. You’ll speak to the person who would actually do the work.