We help advisors confidently provide estate planning services without losing control of their client relationships.

We deliver administrative trust services so you can maintain and strengthen your client relationships.

How we support advisors working with us:
Offer trust and estate services to your clients with confidence.
Maintain client relationships across multiple generations
Support client philanthropic goals through charitable trust and foundations
Help high-net-worth clients minimize estate tax
Assist families in administering lifelong financial support to individuals with special needs

What is Get All Set?

Get All Set is a streamlined Estate Planning process for clients of Financial Advisors. Driven by the attorneys at Family & Elder Law, Get All Set allows Financial Advisors to take a back seat with their client to expeditiously and expertly cruise through the estate planning portion of their Financial Planning, taking the most cost effective and timely route.