ESTATE PLANNING

Without an estate plan in place, the distribution of your assets may not follow your intentions. That’s why working with trusted financial advisors and planners is a critical step. CORDA’s team has decades of experience guiding clients through key decisions around investments, trusts, beneficiaries, and more. With CORDA, you’ll work with a team who understands the nuances of generational wealth and the emotional considerations involved. We work to bring confidence and clarity to what can often feel like an overwhelming process.

While we do not draft legal documents, we collaborate closely with clients and their attorneys to ensure that your plan aligns with your broader financial goals. If you need legal support, we’re happy to connect you with professionals we trust.

Our advisors regularly assist clients with:

• Will and inheritance planning
• Trust structures and strategy
• Inherited IRAs
• Life insurance planning
• Coordinating with legal and tax professionals

All guidance is integrated into your broader financial plan, which we continuously update as your life evolves.

Whether your estate is modest or complex, our advisors are here to help you plan thoughtfully and act with confidence. Call CORDA today at 855.439.0665 to schedule your initial consultation.

*Estate planning services are included for our Voyage and Legacy clients. Navigate and Journey clients should speak with a financial advisor for pricing details. CORDA is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through third parties unaffiliated with CORDA.