Your Estate Plan Shouldn’t be an Afterthought
Many wealth management firms offer estate planning services, but relatively few have in-house estate planning solutions. At Mercer Advisors we use our in-house solutions to integrate estate planning into your total financial picture.
Our estate strategists work directly with our wealth advisors, tax and trust specialists, and financial planners to fulfill a singular goal: to protect your loved ones and the wealth you’ve worked hard to build.
In fact, we’re such firm believers in the importance of having an estate plan that estate planning is included as part of our investment advisory fee.
At Mercer Advisors, because your wealth advisor and team already understand your family’s financial situation and goals, the process of creating and updating an estate plan is as seamless as possible.
A Comprehensive Estate Planning Solution
The expertise of the Mercer Advisors interdisciplinary team feeds directly into the estate planning process.
FEATURED SOLUTIONS*
- Last will & testament
- Living will
- Trusts
- Guardianship documents
- Financial POA
- Healthcare POA
- Healthcare directives
- HIPAA authorization
An End-to-End, Estate Planning and Execution Process
We don’t just advise. We also follow through with completed documents. Here’s our process.
* Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unrelated to Mercer Advisors.
