End-to-end planning to ensure your legacy thrives.
The goal is to ensure your assets are transferred efficiently and according to your wishes. Working alongside our planning team and your estate attorney, we’ll help you create a plan to leave the legacy you imagined.
Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge
How does it work?
Our financial advisors will:
Evaluate existing estate plan documents
Review current beneficiary designations and account titling
Prepare and present any proposed changes (i.e. changing account titling, updating beneficiary designations, establishing a living trust, etc.)
Facilitate the drafting of basic estate documents (*included in Platinum membership tier)
Our team will complete a full review of your estate planning strategy when you get started with us and help you proactively monitor along the way. However, if there is a significant change to your financial situation, please reach out and we’re happy to adjust your plan accordingly.
Your Range financial planners have access to a full suite of industry-leading estate planning tools to complement the estate planning process. Once we capture the data needed for your specific situation, we will populate your profile with some of the key features highlighted below. That way you can access critical details of your estate plan without having to comb through your multi-page comprehensive financial plan or your estate documents.
You shared that you’re passionate about eradicating food insecurity among children and you currently give to various organizations in support of that. We recommend establishing and funding a donor-advised fund because it allows you the opportunity to group your gifting in a way that is more tax efficient and will allow you to continue to give even after your passing. You can establish an account with Schwab Charitable or Fidelity Charitable because they both offer no minimum initial contribution and the same annual administrative fee.
Estate Recommendation Example
Complete Estate Plan Documents
A complete estate plan includes a will, Power of Attorney, and Advanced Healthcare Directive (Living Will and Healthcare Power of Attorney), at minimum. Right now, you have a will in place. The remaining documents will grant authority to your partner to make financial and healthcare decisions on your behalf in the event of an incapacity. Our financial planning team will assist in getting the documents drafted. However, if you prefer, you can work with an estate attorney in your area.
Still have questions?
Set up a 1:1 call with our team to get a walk through of the product. Just take a moment to create an account and fill out our form.
Range Finance, Inc. ("Range") is an SEC registered investment adviser headquartered in Mclean, Virginia.
The information presented herein is for educational purposes only and does not constitute investment advice or an offer to buy or sell any security or insurance product. While we believe it to be accurate, we do not guarantee its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Hyperlinks to third-party content are intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Range Finance, Inc. Range Finance, Inc. does not sell insurance or other investment products and does not receive compensation for the referral of investment opportunities to third parties if individuals elect to purchase the investment opportunities through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.
Range Finance, Inc. does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
All third party trademarks, including logos and icons, referenced in this website, are the property of their respective owners. We provide financial planning services by making non-discretionary recommendations on a client's financial outlook. We do not manage client funds or hold custody of assets. Range Finance, Inc. is an SEC-registered investment adviser. All investing involves risk, including loss of principal. Results are not guaranteed.
Range charts and graphs are for illustrative purposes only and do not reflect actual client information. Such information, charts, and graphs are for illustrative purposes only and are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or performed in reality