Wills & Trusts • Carmel, Indiana

Estate Planning

We coordinate accounts, titles, and beneficiary designations with your wills and trusts—so the way money moves matches your intent, simply.

Executors, trustees, POAs—who does what, and when. Clarity prevents delays and missteps.

Align titles and beneficiaries so the plan on paper is the plan in practice.

Thoughtful structuring for a smooth transition to spouses, heirs, or charities you care about.

We clarify what should pass through your trust, what passes by beneficiary, and how to keep assets titled to support your plan.

Life changes—so should your documents. We set a cadence to review beneficiaries, titles, and practical details that matter later.

We collaborate with your attorney and CPA to align estate intent, taxes, and the day-to-day mechanics of accounts.

When generosity is part of the design, we structure giving to be efficient and easy to administer.

It depends on your assets, privacy preferences, and the ease your family needs. We’ll outline what each approach means in practice.

We align beneficiary designations with your documents so assets land exactly where intended—without surprises.

We recommend scheduled reviews and any time life changes—marriage, birth, loss, or major financial moves.

Do I need a trust, or is a will enough?