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Estate Planning

At Optimize Financial, we understand the importance of estate planning in securing your wealth and passing it efficiently to your heirs.  Our team will work with you to understand your unique situation, goals, and concerns and identify potential risks and challenges and how to mitigate them. We will serve as the quarterback for the entire estate planning process by preparing your intake form and coordinating with your attorney so that your attorney can create an estate planning document portfolio that will protect your assets and ensure that they are distributed according to your wishes.  


Once your documents are finalized, we will assist you in retitling or updating your beneficiaries according to your estate plan.  We will also stay up to date on the latest laws and regulations regarding estate planning, so we can provide you with the most current and accurate advice.


With our guidance, you can feel confident that your assets are protected, and your loved ones will be taken care of in the event of your incapacitation or passing.

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