Estate Services

End-to-end planning to ensure your legacy thrives.

Make sure that the wealth you’ve built is preserved and transferred efficiently, and according to your wishes. Connect with the Range planning team, who will work with you and your estate attorney to create a plan to leave the legacy you’ve imagined.

Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge

Example Recommendations

Estate Recommendation Example

Establish Donor-Advised Fund

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?
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