Will – Trust Review2020-05-28T22:58:24-07:00

Will | Trust Review

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.


Explore our comprehensive estate planning services that fit your unique personal needs and circumstances.

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We put significant fundamental research work to choose the right investment opportunities for our clients.

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At any time, you can review your portfolio, request changes, or get more involved with how your funds are managed.

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By working with Pence Wealth Management, you can address that your assets allocation is working for you, not against you.

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We will work towards your portfolio in being properly diversified, enabling your portfolio to pursue growth

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Request An Appointment

At Pence Wealth, we believe that good financial decisions don’t have to be confusing.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.


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