Your Estate Plan Should Be Sophisticated.
The Process Doesn't Have to Be.

When you’ve accumulated significant wealth, estate planning involves more than preparing a will. The decisions you make can affect your family, your assets, and the legacy you leave behind.

Iowa Estate Planners focuses on estate planning for individuals and families with approximately $5 million to $25 million in assets who come to us through their financial advisors.

Your Financial Picture Starts the Conversation

Your financial advisor begins the referral process by providing basic information and a financial summary, giving our legal team important context before your estate planning conversations begin.

You Make the Important Decisions With Your Attorney

You’ll meet directly with a licensed attorney to discuss your goals, understand your estate planning options, and make the decisions that shape your plan.

That can include decisions about:

How and when assets should pass to beneficiaries
Who should serve in important fiduciary roles

How trusts should be structured

How your estate plan should address incapacity

The legacy you want to leave for your family and the organizations important to you

Your attorney then translates those decisions into the legal documents that make up your estate plan.

Know Where Your Plan Stands

You’ll have access to a secure client portal where you can follow the status of your matter and communicate with your legal team throughout the estate planning process.

From Decisions to Documents in Two Weeks

Once your planning decisions are complete and we have the information necessary to prepare your plan, your estate planning documents are typically prepared within two weeks.

No wondering where things stand. No open-ended drafting process. Just a clear path from planning to completed documents.

Your Wealth. Your Decisions. Your Plan.