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SteelPeak Estate Consulting

The Importance of an Estate Plan

Once you start owning financial-related assets – a savings or investment account, 401(k), life insurance, or real estate – you need to make decisions about who will receive those things when you die or become incapacitated. Without an estate plan, you are leaving your loved ones to fend for themselves and to make the difficult decisions while guessing at what you might have wanted for yourself.

SteelPeak Estate Consulting provides three options designed to suit your needs

1

Core

Technology enabled estate plan based on where you are in your financial journey.

2

Core+

Technology enabled estate plan with the ability to review with estate attorney.

3

Custom

Designed for the most complex financial situations, this is a fully customized estate plan developed by a third-party estate attorney with your SteelPeak wealth advisor as your guide.