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

taxation planning
Eiusmod tempor incididunt ipsum ut labore dolore magna aliqua. Ut enim minim veniam duisy ipsum sed quis.

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.