Make sure what you've built passes the way you intend.
An estate plan is how you protect your family and your wishes after you're gone. We coordinate with your attorney so the documents, the beneficiaries, and the strategy all line up.
Estate planning is about more than money — it's about making sure your wishes are honored, your family is protected, and what you've built passes with as little friction as possible. We don't replace your attorney; we coordinate with them. That means making sure your beneficiaries are correct, your insurance and accounts align with your wishes, and your overall plan reflects the documents your attorney prepares — wills, trusts, powers of attorney, and more. The result is an estate plan that actually works as one piece, rather than documents in a drawer disconnected from the rest of your finances.
How We Help
Making sure your accounts, insurance, and wishes line up with your documents.
Confirming beneficiaries are current and correct — a commonly missed detail.
Coordinating with legal counsel who prepares the actual documents.
Helping ensure your wishes are honored and your loved ones are cared for.
Who It's For
Estate coordination matters across many situations:
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Questions
No — those legal documents are prepared by a qualified estate attorney. Our role is to coordinate: making sure your financial accounts, insurance, and beneficiaries align with the documents your attorney creates, so the whole plan works together. We're glad to work with your attorney or help you find one.
Because the most carefully drafted will can be undone by an outdated beneficiary form or an account titled the wrong way. Beneficiary designations often override what a will says. Coordinating these details is exactly where plans tend to break down — and where we add value.
No. We don't provide legal advice; that comes from your attorney. We provide financial coordination so your estate documents and your broader financial plan are aligned and working together.
This page is educational and reflects financial planning and coordination services; it is not investment, tax, or legal advice, and it is not an offer or solicitation to buy or sell any security. All investing involves risk, including the possible loss of principal, and past performance does not guarantee future results. Where strategies involve insurance products, those are provided through licensed professionals and guarantees are subject to the issuing insurer's claims-paying ability. Any future registered investment advisory services will be offered only under separate registration and disclosures. Lithos does not provide legal advice or prepare legal documents; estate documents should be drafted and reviewed by a qualified attorney licensed in your state.
A conversation costs nothing and clarifies everything. Tell us where you are, and we'll show you what coordinated, layered planning can look like.