Estate planning exists at the intersection of personal legacy, generational relations, family grief, and the law. 

How do you start the planning conversation with a loved one? Which documents do you need in place? Whom do you call when a loved on passes? It's an immensely complicated and sensitive topic. At Comprehensive Wealth Management we help clients navigate this process every day - and we've put together a FREE step-by-step resource to help you navigate it for your own family.

Download CWM's user-friendly Estate Planning Fundamentals for practical guidance on making and maintaining the right plan for you and your loved ones, including:

  • Twelve questions to ask yourself to ensure your estate plan truly reflects your wishes.
  • Detailed checklists for both making an estate plan and putting it into practice after a death.
  • An outline of the documents you'll need in place - and the professionals you'll need to guide you.
  • A roadmap for having tough conversations from a place of empathy and respect.

About CWM

Comprehensive Wealth Management is a Pacific Northwest wealth management firm that partners with clients to articulate and pursue their lifestyle goals. Our high-touch, client-focused investment planning makes us the first call for executives, business owners and other thoughtful investors.

With a singular focus on exceptional customer service, our team of advisors and engaged professionals offer personalized wealth management services to align with your goals for living richly at every stage of life.

We'd love to connect

Schedule time with your CWM Financial Advisor.