Navigating

Estate Planning


Enjoy the peace of mind that comes from knowing tomorrow’s plan is in place.

WhyEstatePlanning?

Estate planning describes the process to plan administration of your assets and liabilities after death according to your wishes with the goal to minimize taxes, avoid probate, protect assets, and provide for your loved ones.

OurApproach

At TruWealth Advisors, we walk alongside you as your guides, helping to develop a thoughtful, enduring, and tailored plan. We provide solutions every step of the way through clear and thoughtful counsel with the goal of seeing that your wishes are honored and your loved ones are cared for.

3 Simple Steps

How we can help you give with purpose.

EXPLORE
YOUR STORY

Our first meeting focuses on your unique journey, goals, and aspirations. We will listen, learn, and answer any questions you may have.

CREATE
YOUR PLAN

We tailor a plan from your goals and work with you to put it into action. Our clear and thoughtful counsel aims to provide peace of mind.

PURSUE
YOUR LIFE

We implement your plan, enabling you to live with clarity and confidence, knowing you’re on the right path to achieving your goals.