Estate & Trust Planning
Protect and transfer wealth across generations with coordinated legal and tax strategy.
What it is
Estate and trust planning coordinates the strategy behind your will, trusts, and beneficiary designations with your broader financial plan and tax situation — working alongside your estate attorney, not replacing them.
Who it’s for
Families and individuals with meaningful assets to transfer, blended family considerations, philanthropic goals, or business succession needs.
How we work together
- 01
Discovery
We review your existing documents, family situation, and goals.
- 02
Plan
We coordinate strategy with your attorney and model tax implications.
- 03
Implement
We help fund trusts, update beneficiaries, and align titling.
- 04
Review
We revisit the plan as laws, assets, and family circumstances change.
Common questions
No — we are not attorneys. We coordinate strategy with your estate attorney and help ensure your financial accounts and beneficiary designations align with the documents they draft.
We're happy to provide a referral to independent estate planning attorneys we've worked with, though the choice of counsel is always yours.
This content is for informational purposes only and does not constitute personalized investment, tax, or legal advice. It is not a recommendation to buy or sell any security. Past performance is not indicative of future results, and all investments involve risk, including possible loss of principal. Meridian Capital Partners is a fee-only fiduciary; please see our Form ADV Part 2A for a full description of our services and fees.
Ready to talk about estate & trust planning?
Schedule a complimentary introductory call with one of our advisors.