Your Estate Plan, Built on Your Financial Plan
Simple. Guided. Personalized.
You know you need an estate plan. We make it simple. When you work with Curi Capital’s Estate Planning Services, you’ll have the reassurance of knowing that your advisor and the broader Curi Capital team are working together toward a seamless experience so your plan is complete and ready when it matters most.
Our team will meet with you to discuss your wishes, including your beneficiaries, the people you trust to make decisions, and anything else important to you. EncorEstate Plans, our estate planning partner, then drafts documents for your review. Once you feel confident about your choices, we schedule your signing with witnesses and a notary, and your advisor helps ensure your estate plan and financial plan are synchronized and working together.
What’s Included
Your documents are tailored to your personal and financial needs. Together, they make sure your assets go where you intend, the right people can act for you, and your health care wishes are known and followed. A plan commonly includes:
Revocable Living Trust
Pour-Over Will
Trust Support Documents
Property Agreement
Power of Attorney for Finances
Health Care Planning Documents
Six Key Questions to Consider
These six questions are the heart of your estate plan. You don’t need all the answers
today. Your advisor and estate planning team will walk you through each one, explain
your options and describe how your choices fit into your broader financial plan.
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Who will receive your assets?
Your beneficiaries are the people or organizations who inherit what you leave behind.
How and when should they receive it?
Assets can pass all at once or in stages over time.
Who will manage your estate?
Your executor and successor trustee carry out your wishes after your death or if you
are unable to act.
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Who will manage your finances if you can’t?
Your financial power of attorney can pay bills, manage
accounts, and handle financial matters on your behalf.
Who will make medical decisions if you can’t?
Your health care agent works with your doctors on your behalf, guided by the wishes
you’ve shared.
Who will care for your minor children?
If you have children younger than 18, your appointed guardian will raise them if you’re no longer able.
Is This Service Right for You?
Curi Capital’s Estate Planning Services may be a great fit if you:
✓ Need an estate plan or want to update existing documents
✓ Have a straightforward family situation
✓ Hold assets in your own name
✓ Want a guided, efficient process
You may need more specialized planning if you have business interests, a blended family, a family member with special needs, estate tax concerns, or a complex estate.
If any of these apply, your advisor can help you explore the right approach.
Ready to Get Started?
Reach out to your advisor, or contact us using the form below.
This service is not a substitute for individualized legal advice. Documents are prepared by EncorEstate Plans. See the Estate Planning Services Agreement for full terms.