Estate planning built around your whole wealth.
For families whose estate plan has sat unread since the day it was signed, documents are only the start. We coordinate yours with your taxes and investments, and keep it current as life changes.
Get startedAt a glance
- Coordinated with your taxes and investments
- Reviewed and kept current
- Documented for your children to read
Estate planning is one of seven areas the Age Five Family Office coordinates for your family. Every major estate decision is documented in your FamilyKnowledge® Library, so the thinking behind it is there when your children are old enough to read it.
The difference is not the documents. It is whether your plan is coordinated with the rest of your wealth, and updated as your life changes.
Most families
- Sign an estate plan once and file it away
- Leave it unchanged as life and law change
- Keep the attorney separate from the advisor
- Plan the documents without the tax picture
- Nothing written down for next year, or for your kids
Age Five
- Coordinate your estate plan with your whole wealth
- Review and update it as life and law change
- One team holds estate, tax, and investments together
- Plan gifting and trusts with the tax math in view
- Every major decision documented in your FamilyKnowledge® Library
Wills, trusts, and guardianships
The core documents drafted, funded, and titled correctly, not just signed.
Coordinated with tax and investments
Your estate plan built alongside your tax strategy and portfolio, on one team.
Beneficiary and titling review
Accounts and policies checked so they actually match the plan on paper.
Gifting and wealth transfer strategy
Transfers timed and structured with the tax cost in view.
Kept current as life changes
Reviewed and updated as your family, your wealth, and the law change.
Estate tax and liquidity planning
Planning so your estate can cover its taxes without forcing a sale.
Review
We review your current documents, beneficiaries, and how they fit the rest of your plan.
Coordinate
We work with your attorney to align the estate plan with your tax and investment strategy.
Maintain
We keep it current as your family, your wealth, and the law change, and document it.
What each service model typically includes. These describe general service models, not specific firms.
| A typical estate attorney |
A typical family office |
Age Five Family Office |
|
|---|---|---|---|
| Estate plan coordinated with your wealth iYour trusts, gifting, and titling planned alongside your taxes and portfolio. | – | ✓ | ✓ |
| Kept current as your life and the law change iReviewed and updated as your family, your wealth, and the tax law change. | – | ✓ | ✓ |
| Wills, trusts, and guardianships | ✓ | ✓ | ✓ |
| Built for families before $50M in net worth | ✓ | – | ✓ |
| Age Five Wealth Education for your children | – | – | ✓ |
| A documented FamilyKnowledge® Library your children can read | – | – | ✓ |
