Your Truist Wealth advisor can put together a team of specialists (attorneys, tax experts, accountants) to provide effective estate planning guidance.Disclosure 1
If you’re a business owner, your advisor can bring in business transition advisors to help you move into your business’s next stage.
Learn about your family
We’ll talk about your family history and any dynamics that would help in making decisions about your estate plan.
Listening to you
Your advisor will help you identify your financial and non-financial objectives through wide-ranging listening sessions.
Understand your purpose and values
We’ll help you explore what’s important to you and how you want to be remembered—as well as ways you can act on your purpose.
Estate planning overview
If you own property—including liquid and non-liquid assets—you should have an estate plan. Without one, your property could be distributed according to your state’s intestacy laws without regard to family needs or your desires.
A will allows you to choose the people or organization who’ll receive your assets after your death.
A trust is a legal document that specifies how and to whom your assets will be transferred, including your investment portfolio, collectibles, and business interests.
Powers of attorney
A power of attorney, such as a durable power of attorney for health care, allows you to appoint someone to manage your property, medical, or financial affairs.
How purpose can drive your estate decisions
Using purpose as a north star will help you make those decisions and align them with the legacy you want.