Estate Planning Services
Trusted estate planning for life, legacy, and beyond.

Protect What You’ve Built. Plan with Confidence.
Estate planning is no longer a long, complicated, and expensive process. Through our new partnership with Wealth.com, Apriem Advisors now offers clients a faster, more affordable, and fully integrated way to create and manage their estate plans.
Through our Wealth.com partnership, you can:
-
Create your trust and will
-
Establish an advanced healthcare directive
-
Set up a financial power of attorney
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:
-
Ensure your assets are distributed according to your wishes
-
Protect loved ones from unnecessary stress and conflict
-
Minimize estate taxes and preserve wealth across generations
-
Establish directives for healthcare and guardianship
-
Secure a smooth transition of your business or investments

This Service Is Designed To Be:
-
Fast & Efficient – Complete your estate plan in hours instead of weeks.
-
Affordable – Cost-effective pricing compared to traditional estate planning.
-
Built on Wealth.com – Designed by specialists in trust and estate law and tailored to your family and financial situation.
-
Integrated with Apriem – Work directly with your advisor for a smooth, coordinated process.
-
Flexible – Amend, add to, or reinstate an existing plan.
-
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.
