Estate Planning & Trust Services

We realize how important Estate Planning is in our clients' Complete Wealth Management Strategy, and while we are not estate attorneys, Gabe Martinez holds the Master Certified Estate Planner designation, and closely collaborates with teams of attorneys to make sure our clients' needs are addressed. Helping them from the very beginning. Our goal is straightforward, we want to make sure our valued clients' estate matters are perfectly organized and our client's wishes carefully carried out. To that extent, we work with several experienced estate attorneys we know.

*You are under no obligation to use the services of any of the entities referred and may choose any qualified professional to provide legal and trust services. These entities and their services are not affiliated with LPL Financial and West Madison Wealth Management.

Since we are intimately involved in all aspects of our client's financial needs, we may even bring their estate planning attorney, and CPA, to our office and help to facilitate a meeting with The Team of Professionals helping our clients in common. Of course, if our clients feel comfortable with the arrangement.

We also offer corporate trust services through The Private Trust Company, N.A, an affiliate of LPL Financial. We believe that one of the toughest decisions our clients can make is to appoint the right successor trustee should something were to happen to them. While many clients automatically choose a family member or a close friend to manage these duties, it is important to understand what that entails, not only to how our client’s wishes will be carried out, but also the added responsibilities, and at times, the burden it brings to the appointed successor trustee. Visit www.theprivatetrustcompany.com for more information