At Creative Planning, we recognize that wealth preservation plays as important a part in a client’s financial plan as wealth accumulation. Few firms can match our experience and capabilities in employing customized estate planning strategies to ensure our client’s wishes for their family and assets are fulfilled. From simple plans to protect assets from creditors and eliminate the need for probate, to intricate techniques for safeguarding wealth across multiple generations, our team of specialists can design and implement the right strategies to meet every need.

Our areas of expertise include:

  • Wills
  • Durable powers of attorney
  • Health-care powers of attorney
  • Living wills
  • Revocable living trusts
  • Irrevocable trusts
  • Life insurance trusts
  • Charitable trusts
  • Foundations
  • Probate
  • Trust termination
  • Estate planning
  • Gift tax planning
  • Business incorporation/LLCs
  • Buy-sell agreements
  • Business succession planning
  • Mergers and acquisitions
  • Real estate transactions
  • Marital agreements
  • Testamentary trust design

Our in-house legal expertise coupled with our financial planning-led strategic investment approach delivers a comprehensive holistic wealth management experience for our clients.



When creating a trust, the choice of a trustee – the person or entity responsible for managing the trust assets and handling distributions to beneficiaries – is an important decision. Many individuals wish to spare their friends or family this burden, or they wish to maintain professional oversight of their financial legacy. Creative Planning’s trust administration services allow our clients to fulfill this wish. We offer services including trust administration, accounting, recordkeeping, tax reporting and compliance, distributions and settlement.

We can meet our clients’ needs for:

  • Asset protection trusts
  • Special needs trusts
  • Successor planning
  • Trust decanting
  • Multigenerational trusts
  • Corporate trustee requirements

At Creative Planning, we have the resources and capabilities to ensure your exact wishes are met, both today and for generations to come.

Want to learn more about Creative Planning’s estate planning and trust management services? Contact us. We look forward to working with you.