Legacy Protected
Is this only administration or do we receive legal documents and amendments?
Yes, our Estate & Trust Attorney provides not only strategy but also drafts and updates legal documentation.
Are there advantages to being a wealth management client?
Yes, wealth management clients receive complimentary services whereas non-wealth management clients pay transactionally.
what does our process look like?
1. Client establishes a relationship with Solist Wealth Management.
2. Client meets with the Solist Trust & Estate Team Team to discuss goals and objectives for the new or revised trust.
3. Solist delivers the complimentary new or revised trust to client.
Why is it important to have a trust?
A trust and estate plan is important to not only protect your family and all your hard work during your lifetime, but to ensure that your loved ones are taken care of when you are no longer around.