Estate and Legacy Planning

At Ford Wealth Management, our goal is to help simplify complex financial decisions and ensure every part of your plan works together.

Through our partnership with Wealth.com, we provide access to modern estate planning tools combined with personalized guidance—so your legal documents, financial strategy, and long-term goals stay aligned.

Rather than treating estate planning as a one-time event, we help you approach it as part of an ongoing financial strategy—reviewed, updated, and coordinated as your life evolves.

Complimentary for clients with $1 million or more in assets under management

Crafting a legacy with clarity

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  • Wills and Trusts

    Establish clear directives for how assets are managed and distributed. Planning may include wills, revocable trusts, and guardianship decisions where appropriate.

  • Health and Financial Decisions

    Put the right people in place to act on your behalf if needed. This includes durable power of attorney, health care proxy, and advance directive documents.

  • Legacy and Wealth Transfer

    Coordinate beneficiaries, titling, and planning strategies to keep your intent clear and efficient. Planning can also support charitable giving and succession conversations.