Estate Planning Services
Trusted estate planning for life, legacy, and beyond.
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Protect What You’ve Built. Plan with Confidence.
Estate planning no longer has to be a long, complicated, or costly process. Through our partnership with Wealth.com, Apriem Advisors now offers clients a streamlined and fully integrated approach to creating and managing their estate plans.*
Through our Wealth.com partnership, you can:
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Create your trust and will
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Establish an advanced healthcare directive
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Set up a financial power of attorney
*The time and financial resources required to complete a plan may vary depending on its complexity.
Why Estate Planning Matters
Without a proper plan, your wishes—and your family’s financial security—may be left in the hands of the courts. Estate planning helps you:
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Ensure your assets are distributed according to your wishes
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Protect loved ones from unnecessary stress and conflict
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Minimize estate taxes and preserve wealth across generations
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Establish directives for healthcare and guardianship
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Secure a smooth transition of your business or investments
This Service Is Designed To Be:
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Fast & Efficient – Complete your estate plan in hours instead of weeks.
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Affordable – Cost-effective pricing compared to traditional estate planning.
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Built on Wealth.com – Designed by specialists in trust and estate law and tailored to your family and financial situation.
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Integrated with Apriem – Work directly with your advisor for a smooth, coordinated process.
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Flexible – Amend, add to, or reinstate an existing plan.
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Secure – 24/7 access to documents in a virtual vault.
Disclosures:
*Apriem Advisors has partnered with Wealth.com, an independent platform for estate planning services. Apriem Advisors is not a law firm and does not provide legal advice. All legal questions or final reviews must be addressed with Wealth.com’s representatives or a licensed attorney retained by the Client.