Legacy is about clarity, direction, and peace of mind
What We Do
Estate planning is one of the most personal and important components of your financial life. At Northern Edge, we help you prepare a plan that not only protects your assets—but honors your values, provides clarity for your loved ones, and supports your broader financial goals.
We work in collaboration with your attorney or connect you with trusted legal partners to coordinate every piece of your estate strategy.
Our role is to ensure the financial side is aligned and optimized, so your plan works as intended when it matters most.
Typical areas we help
Wills and Trusts
Powers of Attorney (POA)
Healthcare Directives
Beneficiary Designations
Charitable Giving Strategies
Tax-Efficient Wealth Transfer
Our Estate Planning Process
We guide you through the estate planning process step by step, providing clarity and care along the way:
Initial Consultation
We learn about your family structure, assets, wishes, and any existing estate documents.
Collaborative Planning
We coordinate with your attorney—or connect you with one—to review or draft the key documents that reflect your intentions.
Document Preparation
Together, we help ensure your wills, trusts, POAs, and healthcare directives are comprehensive, current, and aligned with your financial plan.
Review Sessions
We walk through the details with you to confirm everything is clear, correct, and understood.
Finalization & Ongoing Support
We stay connected as life changes—to update beneficiary designations, revisit charitable goals, or adjust your plan as needed.
What You Can Expect
A well-crafted estate plan offers more than legal protection—it brings clarity and peace of mind. Our clients experience:
Reduced stress for loved ones during emotional times
Smoother transfer of assets without legal confusion
Lower estate taxes through smart planning
Confidence that your wishes are clearly documented and honored
Stronger alignment between financial and legacy goals
Questions?
Do I need an estate plan even if I don’t have a large estate?
Absolutely. Estate planning isn’t just about wealth—it’s about protecting your loved ones, outlining medical wishes, and avoiding legal confusion.
Absolutely. Estate planning isn’t just about wealth—it’s about protecting your loved ones, outlining medical wishes, and avoiding legal confusion.
Do you draft legal documents?
No—we coordinate with your estate attorney or refer you to a trusted partner. We ensure your financial strategies and estate documents work together seamlessly.
No—we coordinate with your estate attorney or refer you to a trusted partner. We ensure your financial strategies and estate documents work together seamlessly.
What’s the difference between a will and a trust?
A will outlines how your assets are distributed after death, while a trust allows for more control, privacy, and potentially faster transfer of assets during and after your lifetime.
A will outlines how your assets are distributed after death, while a trust allows for more control, privacy, and potentially faster transfer of assets during and after your lifetime.
How often should I update my estate plan?
We recommend reviewing your estate plan every few years or after major life events like a marriage, birth, death, or change in assets.
We recommend reviewing your estate plan every few years or after major life events like a marriage, birth, death, or change in assets.
