Estate Planning Services

Estate planning allows a deceased individual to establish guardianship for minor children, control who receives their assets, preserve their estate for generations, and minimize losses to taxes and legal (probate) costs. In the event of incapacity, estate planning allows an individual to choose who controls their financial affairs and provide direction for their medical care. At LJCooper, we’ll use our wealth management experience to help you with our estate planning services to get your affairs in order.

Estate Planning services Include:

  • Trust Management
  • Wealth Transition Planning
  • Foundation Programs

Estate Planning is a valuable resource we provide to our clients to help them understand and plan appropriately for unforeseen needs that may affect their family, heirs, and others. Through our experienced network of Estate Planners you gain access to attorneys who can help you set up your estate and draft all the necessary documentation such as: A Living Trust, a Will, Power of Attorney, and Medical Directive.