Creating a will or a trust is a process rather than an event. It is a hard task that requires the guidance of professional with many years of experience. We advise proper guidance to create a will or trust that would avoid it being subject to controversy after completion.

While you have the last word on your property, our will and trust review services ensure compliance with both state and federal laws.

The Importance of Will/Trust Review

If you are considering a trust, it is best to create a clear fiduciary relationship between the grantor, beneficiaries, and yourself. Whether you have a large estate or business empire, you need a trust that will oversee the property after passing on. The same applies in the case of drafting a will. It has to be legal, valid, and free from any discrepancies.

How We Can Help

An experienced estate planning professional will help you address compliance with property laws, and at the same time, a sense of confidence for your beneficiaries. The advantages of our services are that we take care of any changes to the will or trust in case a curve ball is thrown at you in regards to the will.

At Pence Wealth Management, we are staffed with experienced will and trust professionals ready to assess your will and review for accuracy, errors, and even details that could’ve possibly been left out. Avoid probate situations or conflicts within your family and consult with a us.

Pence Wealth Management and LPL Financial do not offer legal services. Please consult your legal advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.