Practice Domain 7 of 10
Ensure your wishes are honored.
Included in Every Membership
No à la carte attorney bills, no "we drafted this in 2014" surprises. Estate document drafting and lifetime updates are built directly into your Grounded Membership — because an estate plan that goes stale isn’t a plan, it’s a souvenir.
Estate planning is not just for the wealthy — it is for anyone who cares about what happens to their assets and loved ones. This domain ensures your wishes are documented, your family is protected, and your wealth transfers efficiently. We coordinate with estate attorneys to implement the right structures for your situation.
Available in
Comprehensive, Advisory Wealth, Digital Family Office
The Practice Solution
Estate planning, engineered. Never out of date.
Documents drafted, vaulted, and updated for life — coordinated with your tax plan, your investments, and your insurance. Your estate is treated as a living architecture, not a one-time binder. Digital workflows handle the routine; vetted estate attorneys handle the complex; and the whole structure stays current as your life and the laws change.
How Grounded Estate Works
Modular legal structures composed for your situation — from a basic Revocable Living Trust to ILITs, GRATs, and Charitable Remainder Trusts. Built to fit, scaled to your wealth, detailed below.
Wills, deeds, directives, and titling all secured in the Grounded Vault™ with bank-grade encryption. Instantly accessible to you and to your designated fiduciaries on the right events — not a binder lost in a basement.
Replace the 100-page binder with an interactive map. See exactly how each asset flows to heirs, trusts, and charities — and watch the picture update in real time as values, beneficiaries, and titling change.
Laws change. Families change. Assets change. We re-reconcile your beneficiary designations, titling, and structures every year — and document the deltas — so the plan never quietly drifts away from your wishes.
Trust Architecture
Most households need a Revocable Living Trust. Some need more. We engineer the legal architecture for where you are now — and reshape it as your assets, your family, and the tax code evolve. No template-only kits, no one-size estate plan stuffed into your situation.
The foundation of most estate plans.
Probate avoidance, privacy, and seamless control — you keep authority over the assets in life, and they pass to heirs without court delay or public record.
High-net-worth and asset-protection-focused families.
Remove assets from your taxable estate, shield them from creditors, and structure transfers for the next generation tax-efficiently — in coordination with your tax plan.
Philanthropic households with appreciated assets.
Combine philanthropy with income or estate-tax efficiency. Receive income from a CRT, then leave the remainder to charity — or invert it with a CLT for the reverse outcome.
Multi-generational philanthropic families.
Structured giving across generations. A DAF for flexibility and tax efficiency now, a private foundation when control, governance, and family involvement are the goal.
Recommendations are made by your CFP® and licensed estate attorney partners — documented in writing, coordinated with your tax plan and insurance, and revisited annually.
Plan Your Way. Execute Your Way.
Whether you prefer the speed of a fully digital workflow or a sit-down with an estate attorney, the underlying plan, vault, and beneficiary map are the same. Your channel choice is about preference, not capability.
Documents on your terms, in your pocket.
Generate, review, and e-sign your estate documents from your phone. Mobile notary service comes to you. Updates flow automatically into the Grounded Vault™.
A vetted attorney, when complexity demands one.
For complex trusts, business succession, or multi-state planning, your data syncs with a vetted estate attorney who drafts, finalizes, and files on your behalf — in lockstep with your Grounded plan.
Living Architecture vs. One-Time Drafting
Industry Norm
Our Approach
Complimentary — No Obligation
Send us your existing wills, trusts, POAs, and beneficiary designations. We’ll reconcile them against your current life, assets, and titling — and tell you in plain language where the gaps are, where structures have gone stale, and where probate or tax exposure is hiding.
Included free for prospective clients. Already a member? Your audit runs continuously — reconciled inside Grounded Estate™ every year.
Tier Availability
Basic
Essentials
Comprehensive
Advisory Wealth
Digital Family Office
Related Domains
Ready to Get Started?
Schedule a conversation to learn more about this Practice Domain and how it fits into your overall Financial Practice™.