Estate Planning
Estate Planning that Protects Your Family, Wealth, and Wishes
Estate planning brings your wills, trusts, powers of attorney, healthcare directives, beneficiary designations, and family wealth transition into one coordinated plan — so the people you care about are protected, your wishes are honored, and your estate is handled the way you intended.
Georgia-based estate planning coordination for clients locally and nationwide.
In short
An estate plan is the coordinated set of documents and decisions — wills, trusts, powers of attorney, healthcare directives, beneficiary designations, and guardianship choices — that tells your family, doctors, and financial institutions what should happen if you become incapacitated or pass away. A good plan reduces probate friction, prevents family conflict, and protects minor children, special-needs dependents, business interests, and charitable intentions.
What you get
- Coordinated plan covering wills, revocable living trusts, and (where needed) irrevocable trusts
- Financial and healthcare powers of attorney plus HIPAA authorization
- Guardianship designations for minor children and special-needs planning where applicable
- Beneficiary review across retirement accounts, insurance, and transfer-on-death registrations
- Coordination with your attorney for document drafting and execution
- Charitable giving structure (DAF, CRT, bequests) when philanthropy is a goal
- Business succession coordination — buy-sell review, operating agreement alignment, key-person planning
Who it's for
- Parents who want to name guardians and structure inheritances for minor or young-adult children
- Couples and blended families coordinating wishes across multiple sets of children or prior marriages
- High-income earners and business owners with succession, buy-sell, or key-person planning needs
- Pre-retirees and retirees coordinating beneficiary designations, trusts, and charitable intentions
- Families with a special-needs dependent who need a Special Needs Trust to preserve benefits
- Anyone facing a life change — marriage, divorce, new child, relocation, or recent inheritance
Common problems we solve
If any of this sounds familiar, you're in the right place.
- Old or missing will — outdated beneficiaries, no guardian named, no successor trustee
- No power of attorney or healthcare directive in place if something happens tomorrow
- Beneficiary designations on 401(k)s, IRAs, and life insurance that contradict the will
- Concern about probate cost, delay, or public exposure of family assets
- Blended-family worries about what a current spouse or prior children will receive
- Business owner with no succession plan, buy-sell, or key-person coverage
- Family member with special needs whose inheritance could jeopardize public benefits
Our process
- Step 1
Discovery and family map
We capture your family situation, assets, business interests, charitable intentions, and the people you trust to act — without asking for sensitive identifiers.
- Step 2
Plan design and coordination
We design the document set you need, coordinate with an estate attorney for drafting, and align beneficiary designations and trust funding with your tax and financial plan.
- Step 3
Implementation and ongoing review
We help you execute and store the documents, fund trusts where applicable, and revisit the plan annually or after any major life or business change.
Why Kuuni Partners
Coordinated thinking — your estate plan, tax plan, and financial plan are designed as one system instead of three siloed conversations.
Practical guidance — we tell you what to do, in what order, and which advisor (attorney, CPA, insurance) handles which step.
Tax-aware structure — every recommendation considers income tax, estate tax, gift tax, and step-up in basis implications.
Privacy-safe intake — we never request Social Security numbers, dates of birth, or driver's license information online.
Fee-only engagements with no product sales, so the advice is the product.
Recent scenario
Trust structure preserved $1.4M for children across two marriages
We coordinated a revocable living trust with a QTIP provision, updated beneficiary designations across retirement accounts and life insurance, and aligned the operating agreement on a family business — so the surviving spouse was supported for life while assets ultimately passed to the children from the first marriage.
Get started
Tell us about your situation
A senior advisor will review your responses and respond within one business day to schedule a call.
- • Reviewed by a credentialed advisor (EA / CPA)
- • Confidential and never sold
- • No obligation to engage
Your information is encrypted in transit, reviewed only by Kuuni Partners advisors, and never shared or sold.
Frequently asked questions
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