Estate Planning Advisory

Holistic legacy planning guided by your values and goals.

Brighton Jones Estate Planning Advisory offers expertise in the practical and substantive aspects of your estate plan. Our priority is helping clients align their estate plans with their passions and purpose. We partner with clients to decode the world of transfer tax and legacy planning while collaborating with their Personal CFO team to optimize holistic planning. Let our specialists facilitate your creation of a lasting legacy that resonates with your values.

Estate Plan Review

An estate plan—whether with a revocable trust or will—allows you to distribute assets as you intend. Estate plans consider family goals and needs, tax planning, and net worth assessment. Our team can review your current plan, or work with you to determine what planning best suits your needs.

Tax and Wealth Transfer

Are you curious about different tax-efficient strategies to pass wealth to future generations, charities, and loved ones? Our Estate Planning Advisory can assist with identifying your priorities and wishes, and helps determine the best planning mechanisms for your circumstances. Collaboration is crucial to our operations, and our advisors work alongside Personal CFO teams to accomplish your broader wealth management goals.

General Inquiries

Do you know that you need estate planning assistance, but aren’t sure where to start? Our Estate Planning Advisory works with clients to understand their needs and point them in the right direction. Whether that’s reviewing documents, assisting with projections, or weighing in on the possible strategies, we dive deep so that the question gets answered and you have workable action items to resolve it.

Disclaimer: All materials have been prepared for general information purposes only to permit you to learn more about our services and the experience of our specialists. The information presented is not legal advice, is not to be acted on as such, may not be current, and is subject to change without notice. Communication of information through this website (1) is not intended to create, and does not create or constitute, an attorney-client relationship, (2) is not intended as a solicitation to create an attorney-client relationship to provide legal services as to any particular matter, and (3) is not intended to convey or constitute legal advice, or to provide a substitute for obtaining legal advice from a qualified attorney. You should not act upon any such information without seeking qualified legal counsel on your specific needs.

Let’s talk

Whether you have a specific question or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.