By choosing Castle Rock to assist with your estate planning, you can be confident that every detail will be addressed so your exact wishes can be carried out. We work with your attorney to update your beneficiaries on all accounts. We advise you on trusts or gifting strategies that may ease the tax burden on your loved ones.
During this planning process, we help facilitate conversations between you and those who will play an important role in carrying out your legacy. We make these conversations as easy as possible to help guarantee that your wishes are understood.
Our estate planning process prioritizes transparency. Because you should have confidence that your wishes will be met, we provide clients access to their estate plan information through our Stashboard, an online financial management tool that lays out all your financial details. With Castle Rock’s commitment to clarity, you never have to wonder about your estate plan.
