Your estate is more than just assets — it’s a legacy.
At St. Michael’s Financial Services, we provide bespoke estate planning solutions designed to safeguard your wealth, support your beneficiaries, and reflect your long-term vision. Whether you’re navigating complex family structures, philanthropic goals, or intergenerational transitions, our approach is grounded in expertise, discretion, and enduring value.
What does estate planning involve?
It encompasses the structured management and distribution of your wealth during your life and after, including wills, trusts, enduring powers of attorney, and tax-effective strategies.
How often should I update my plan?
Major life events — such as marriage, divorce, birth of a child, or significant asset changes — are key triggers for revisiting your plan.
What role do you play in the process?
We coordinate with your legal and tax advisors to ensure your estate plan is aligned with your overall financial strategy.
Why Estate Planning Is Essential in a Complex World
Without a clear estate plan, even the most carefully built wealth can be vulnerable to legal challenges, tax inefficiencies, or unintended outcomes. Our estate planning service ensures your intentions are legally enforceable, clearly communicated, and strategically implemented.
A Structured Approach to Estate Planning with Purpose
Discovery &
Goal Setting
We begin by gaining a deep understanding of your personal, family, and financial circumstances — and the legacy you intend to leave.
Design & Collaboration
Our team collaborates with your legal and tax advisors to create a comprehensive estate plan that aligns with your goals.
Implement & Structure
From drafting documentation to trust structuring, we guide the full execution of your estate plan — ensuring strategic cohesion.
Review &
Adaptation
We send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.
Client Stories That Inspire Confidence
We are proud of the positive impact we have on our clients’ financial lives. These experiences showcase our commitment to helping individuals and families achieve their financial goals with confidence and clarity.
“I’ve always been cautious with my investments, but the team at St. Michael’s helped me feel confident in the decisions we made. I’m seeing the results in my portfolio. I couldn’t be happier with the service they provide.”
