Estate Planning
Comprehensive, Coordinated Plans
We align wills, trusts, beneficiary designations, titling, and tax strategy so your intentions are clear and assets transfer efficiently.
Attorney & CPA Collaboration
We coordinate with your attorney and tax professional to implement documents and funding, minimizing delays and surprises.
Wills, Trusts & Legacy Planning
Help protect your family, minimize taxes, and make your wishes clear
MMX Wealth Partners help you design an estate plan that fits your life—considering wills and revocable living trusts, durable powers of attorney, healthcare directives, guardianship, TOD/POD designations, trust funding, and strategies to simplify—or avoid—probate. We make the process clear, organized, and action-oriented.
What We Cover
- 1Discovery: family goals, beneficiaries, special considerations, charitable intent
- 2Asset map: account titling, beneficiary designations, TOD/POD, real estate
- 3Document strategy: will vs. revocable trust, POA, healthcare directives
- 4Trust funding plan: deeds, account retitling, beneficiary updates
- 5Tax considerations: step-up in basis, portability, gifting & charitable planning
- 6Implementation & review: coordinate with attorney/CPA and set annual check-ins
Your Deliverables
- Written estate plan outline with beneficiary & titling checklist
- Trust funding roadmap and transfer/retitling to-do list
- Letter of intent for guardians/executors/trustees
- Review cadence for life events (marriage, children, inheritances, new assets)
Note: We do not provide legal or tax advice. We collaborate with your attorney and CPA to finalize documents and filings.
Revocable Living Trusts & Will-Based Plans
We collaborate with your attorney to determine whether a will-only plan or a revocable trust best fits your estate. We map titling and beneficiaries and outline a trust funding plan—your attorney prepares and executes the legal documents. We coordinate the planning and funding process to minimize probate complexity.
- Wills, pour-over wills, POA, healthcare directives, living wills
- Revocable trust coordination & funding checklist
- Beneficiary alignment for IRAs, 401(k)s, life insurance & brokerage
Estate Planning FAQs
Common questions about wills, trusts, beneficiaries, probate, and how Peterson Financial works with your legal and tax team.
It depends on your goals, assets, and state law. We outline pros/cons and coordinate with your attorney to determine the right structure and documents.
Will or revocable trust, durable financial power of attorney, healthcare POA, living will/advance directive, and a trust funding plan where applicable.
Review after major life events and at least every 2–3 years to keep beneficiaries, titling, and directives current.
Yes—beneficiary designations on accounts and policies generally control who receives those assets. We help you align designations with your overall plan.
Absolutely. We collaborate with your professionals—your attorney drafts and executes the documents while we coordinate the planning, funding, and tax strategy.
Ready to Build Your Plan?
Tell us about your goals and we'll prepare a clear path to protect your family and legacy.
Talk to an MMX Wealth Partners Associate