COORDINATION IS KEY
At Selective, we can work directly with your estate attorney or utilize our partnership network to ensure that your intentions are executed properly when designing your estate. This includes proper account designations, utilizing trusts to avoid probate, and helping executors navigate their complex fiduciary responsibilities.
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CUSTOM STRATEGIES
ONE DECISION CAN MAKE ALL THE DIFFERENCE
Structuring your estate properly can be one of the largest single decisions of your life. Choosing the correct trust type, proper titling, and accurate legal documentation can make or break the legality and effectiveness of your estate plan. We can help navigate the complex world of estate planning by selecting the right type of:
WILL
IRREVOCABLE TRUST
DURABLE POWER OF ATTORNEY
LIFE INSURANCE TRUST
ADVANCED MEDICAL DIRECTIVE
CHARITABLE TRUSTS
REVOCABLE LIVING TRUST
FOUNDATIONS
SPECIAL NEEDS TRUSTS
