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Estate Planning and Trusts

Helping you leave a legacy for the people and causes that matter most.

Safeguarding Your Wealth and Protecting Your Family

At Creative Planning, our wealth managers collaborate with a team of in-house attorneys who draft custom trust and estate planning documents to help ensure your wishes are fully integrated with your financial plan.

Supporting Your Estate Planning Goals

Protect Assets

Manage Division of Assets

Avoid Probate

Maintain Privacy

Save Taxes

Pass Along More Wealth

Custom Strategies From an In-House Team of Attorneys

If you’re like many of our clients, it’s not enough to simply grow your assets. You also want to ensure those assets are available following your death to support your loved ones and the causes that are important to you. We’re here to help ensure your estate planning goals are carried out according to your wishes.

Once our estate specialists understand your specific goals, we'll work with you to identify the right combination of documents to properly protect your assets and provide financial well-being for your loved ones.

This Includes:


Durable Powers of Attorney

Healthcare Powers of Attorney

Living Wills

Revocable Living Trusts

Irrevocable Trusts

Life Insurance Trusts

Charitable Trusts


Special Needs Trusts

Ready to Get Started?