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Case Study: Modernizing a Disjointed Estate Plan

Linda: Aligning Estate, Charitable & Wealth Goals

Client Profile

Age: 94
Status: Widowed with adult children and grandchildren
Assets: Investment accounts, real estate, trust accounts
Goals: Simplify estate documents, establish charitable legacy, engage family in planning

Her Challenge

Linda had a collection of outdated estate documents and no clear plan to pass on her wealth or involve her family in decision-making. She wanted to ensure her legacy reflected her values but without overwhelming her children or incurring unnecessary estate tax.

Our Approach

We helped Linda align her estate and charitable intentions through:

Estate Flow Chart & Document Review
Mapped her estate visually and worked with an attorney to update key documents.

Family Mission & Values Development
Facilitated discussions to define a philanthropic mission statement involving her children and grandchildren.

eMoney Platform
Used this tool to easily modernize and organize her estate documents.

Attorney Collaboration
Partnered with her estate attorney to establish charitable trusts and update titling.

Family Financial Education
Held a family meeting to share the estate plan in plain terms and set expectations.

Outcome

☑️ Updated and organized estate plan
☑️ Created clarity and confidence among family
☑️ Implemented charitable trust and structured giving plan
☑️ Empowered heirs through education and transparency

Why It Worked

  • We simplified complexity through visual mapping and education not legal jargon.
  • We used eMoney to help her act quickly while collaborating with her attorney.
  • Our unique approach focuses on family values and empowerment, not just asset transfer.
  • By integrating philanthropy and family involvement, we helped her build a lasting legacy.

Your Legacy Deserves a Plan.

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