Protect What Matters. Preserve What You've Built.
Your estate plan is the ultimate expression of your values — determining how your wealth, your wishes, and your legacy carry forward. We ensure that plan is as thoughtful and comprehensive as the life it represents.
Estate Planning Is About People, Not Just Paper
Too many estate plans are drafted once and forgotten — a stack of documents that may no longer reflect your current wishes, your family's needs, or today's tax landscape. At Prime Sentry, we take a fundamentally different approach.
We view estate planning not as a one-time legal exercise, but as an ongoing, evolving component of your complete financial strategy. Your estate plan should integrate seamlessly with your investment management, your tax strategy, your retirement plan, and your philanthropic goals — because all of these elements are interconnected.
Our estate planning specialists work alongside your attorney, CPA, and insurance advisors as the coordinating hub — ensuring every piece of your legacy plan works in harmony. We bridge the gap between legal documents and financial reality, so your intentions are not only documented but actually achievable.
Roots & Branches
A legacy grows in both directions.
Your estate plan honors the foundation you've built while nurturing the future you envision for those you love most.
JD, LL.M. Expertise
Legal + Financial Integration
Comprehensive Estate & Legacy Services
From trust design and tax mitigation to charitable giving and family governance, our estate planning services address every dimension of wealth transfer and legacy preservation.
Trust Design & Administration
We work with your legal counsel to design and implement trust structures — revocable living trusts, irrevocable trusts, generation-skipping trusts, and special needs trusts — that align with your wealth transfer objectives while maximizing tax efficiency.
Estate & Gift Tax Strategy
Federal and state estate tax laws are complex and ever-changing. We develop proactive strategies to minimize estate and gift tax exposure — leveraging annual exclusions, lifetime exemptions, and advanced planning techniques to preserve more of your legacy.
Family Governance & Wealth Education
Transferring wealth is about more than documents. We help families establish governance frameworks, family meetings, and next-generation education programs that prepare heirs to receive and steward wealth responsibly.
Charitable & Philanthropic Planning
From donor-advised funds and charitable remainder trusts to private foundations, we design giving strategies that maximize your impact while providing meaningful tax advantages during your lifetime and beyond.
Life Insurance & Liquidity Planning
Illiquid estates can create significant challenges for heirs. We analyze your estate's liquidity needs and design insurance strategies — including irrevocable life insurance trusts (ILITs) — to ensure your family has the resources to settle your estate without forced asset sales.
Business Succession & Estate Integration
For business owners, the estate plan and succession plan must work in concert. We coordinate with your business advisors to ensure seamless ownership transfer, buy-sell agreement funding, and valuation strategies that protect both your business legacy and your family.
Building Your Legacy Plan
A disciplined, collaborative process that ensures your estate plan is comprehensive, current, and fully integrated with your financial strategy.
Estate Assessment & Discovery
We conduct a thorough review of your existing estate documents, beneficiary designations, asset titling, insurance policies, and family dynamics to identify gaps and opportunities.
Strategy Design & Coordination
Working closely with your estate attorney and tax advisor, we design a comprehensive estate strategy that integrates with your broader financial plan and reflects your values.
Implementation & Funding
We coordinate the implementation — ensuring trusts are properly funded, beneficiary designations are aligned, and all moving pieces work together as designed.
Ongoing Review & Adaptation
Estate plans must evolve with your life and with changing tax laws. We review your plan annually and proactively recommend adjustments to stay ahead of legislative changes.
Estate Planning for Every Family Situation
Every family's circumstances are different. We tailor our estate planning approach to match the complexity and nuance of your unique situation.
Married Couples & Growing Families
Establishing foundational estate documents, guardianship provisions, and trust structures that protect your family and grow with your wealth.
High-Net-Worth Individuals
Advanced estate tax mitigation strategies, generation-skipping planning, and sophisticated trust structures for complex estates.
Business Owners
Integrated succession and estate planning that ensures your business continues to thrive while your family is provided for.
Blended & Multi-Generational Families
Thoughtful planning that balances the needs and expectations of multiple generations, step-children, and extended family members.
An estate plan without financial planning is just paperwork. With it, it becomes a living strategy that adapts, protects, and endures.
That's why our estate planning services are always integrated with your broader financial strategy — investments, taxes, retirement planning, and business interests all working in concert with your legacy goals.
Estate Planning Questions
Estate planning raises important questions. Here are answers to the ones we hear most frequently from families considering or reviewing their legacy plans.
Your Legacy Deserves More Than a Template
Schedule a complimentary consultation with our estate planning team. We'll review your current plan, identify gaps and opportunities, and show you how integrated estate planning can protect what matters most.