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Estate Planning and Trusts

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

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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 Your 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 will work with you to identify the right combination of documents to properly protect your assets and provide financial wellbeing for your loved ones. This includes:

  • Wills
  • Durable Powers of Attorney
  • Healthcare Powers of Attorney
  • Living Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Charitable Trusts
  • Foundations
  • Special Needs Trusts

Why not give your wealth a second look?

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021