Estate Planning

Estate planning is a process designed to help
you manage and preserve your assets while
you´re alive, and to conserve and control their
distribution after your death. Leave a
lasting legacy for your family.

Estate Planning

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs. You may have a small estate and may be concerned that only certain people receive particular things. Or, you may have significant assets that will transfer to the next generation or charitable causes. Whatever your needs, we can help you develop a cohesive plan that preserves your legacy.

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Investment Updates

Company Info

701 5th Ave, Ste 4200
Seattle, WA 98104

Mailing address:
1777 S Burlington Blvd, #523
Burlington, WA 98233

Phone: 844-443-4321
Fax: 844-443-4322

info@prismadvisor.com