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How AWM Supports You Beyond The Estate Plan

At Advisor Wealth Management, estate planning isn’t just a checkbox, it’s a critical part of your long-term financial strategy. While Encore Estate Planning provides the legal foundation, our role is to ensure your estate plan aligns with the bigger picture: your values, your financial goals, and your legacy.

Aligning Your Estate Plan with Your Financial Life

Once your Will-Based Estate Plan is completed, our advisors help make sure the plan works in coordination with:

  • Your investment and retirement accounts

  • Life insurance policies

  • Beneficiary designations

  • Charitable giving strategies

  • Business and real estate interests

Many people assume creating a will is enough, but if your financial assets don’t match what’s in your plan, conflicts or delays can occur. That’s where we step in.

Keep Us in the Loop

We strongly encourage you to share your final estate planning documents with your AWM advisor. This allows us to:

  • Review beneficiary alignments

  • Ensure assets are titled correctly

  • Avoid duplicate or conflicting instructions

  • Proactively update your financial plan when your life changes

If you’re unsure what to share or how to share it, just ask, and we’ll walk you through it.

Part of Your Larger Legacy & Tax Strategy

Estate planning isn’t just about protection; it’s about intention. We help you integrate your plan into:

  • Multigenerational wealth strategies

  • Charitable or philanthropic goals

  • Tax-efficient gifting and inheritance approaches

  • Business succession planning

When done right, estate planning becomes a tool to build and transfer wealth efficiently, while preserving your values and minimizing your tax burden.

Your Life. Your Legacy. Our Mission.

Creating your plan through Encore is just the beginning. We’re here to help you manage, adjust, and evolve your plan as life moves forward, whether you change careers, grow your family, or redefine your goals.

Because your legacy isn’t built in a document. It’s built over time, with purpose, with planning, and with a team that understands the full picture.