Wealth transfer, trust design, and succession planning — coordinated with your entire team.
Service
04 — Estate & Legacy Planning
Estate planning sits in a folder somewhere, written five years ago when your life looked different. Your attorney drafted it. Your advisor might have glanced at it. Your CPA has never seen it.
The trust doesn't reflect your current assets. Beneficiary designations haven't been updated since your second child was born. And nobody has asked your family what they actually want.
70% of family wealth doesn't survive the second generation.
Not because the plan was bad — because nobody maintained it. Real documents sit dormant. Life changes. Assets grow. Family situations evolve. But the plan stays frozen.
Kanan coordinates estate planning with your attorney, CPA, and insurance team. We don't draft documents — we architect strategies and make sure every piece fits together. We facilitate family conversations. We model wealth transfer scenarios. We think about what happens after you.
A four-step framework to ensure your estate plan is current, coordinated, and built to endure.
We read every document. Trust, will, power of attorney, beneficiary designations. We find the gaps your attorney missed and the outdated provisions no longer serving you.
What happens to your wealth when you're gone? We model scenarios: taxes, distributions, family dynamics, charitable commitments. You see the outcomes before they happen.
Your attorney drafts. Your CPA validates tax implications. Your advisor aligns investments. We make sure they're all in the same room — literally or figuratively.
Annual review. Life changes trigger plan updates. Beneficiary audits every year. No more stale documents gathering dust. Your plan evolves with you.
You're thinking beyond yourself — about what your children inherit, both financially and in values.
Your company is your legacy. We coordinate buy-sell agreements, valuations, and tax optimization.
Multiple heirs, different intentions, delicate relationships. We bring clarity and fairness to the planning.
You want your wealth to create impact. We design giving strategies that align with your values and tax situation.
The hardest part is starting. We facilitate the first conversation with sensitivity and clarity.
Complexity requires coordination. We're the quarterback that brings all the specialists together.
70% of generational wealth transfers fail. Not from poor planning — from no coordination. That's what we fix.
Your legacy deserves more than a dusty folder. It deserves a strategy that evolves with your life, coordination across your entire team, and the peace of knowing your family is prepared.
Schedule a conversation with our team. We'll review where you stand, identify the gaps, and build a coordinated strategy that works.