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.
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.)
Draft basic estate documents (included in our Platinum membership tier).
We'll do a full review of your estate planning strategy when you get started, and help you proactively monitor it. To ensure frictionless asset transfer, be sure to contact the Range team when significant changes to your finances occur, especially when you need to add new beneficiaries. We’ll help you adjust your plan to meet you precise intentions.
To expedite and simplify the entire process, Range financial advisors have access to the most sophisticated estate planning tools available. Ease-of-use is a driver at Range, so you won’t have to comb through a multi-page financial document or detailed estate documents to understand the fundamentals of your estate.
Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge
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?
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. You can also call or text us now at 703-261-4164
Range Finance, Inc. ("Range") is an SEC registered investment adviser headquartered in Tysons, 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.
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