Estate plans need to be designed and executed with a high level of attention to detail in order to minimize related taxes for your family and heirs, allow your assets to pass on outside of probate court, and make sure your final wishes are carried out exactly as planned. Even small mistakes can prove to be very expensive and invalidate legal documents, which is why our team of professionals takes the time to review every aspect of your plan extensively. At Madrona Financial Services, we look forward to the opportunity to help you get your affairs in order with the confidence of knowing your legacy will leave its mark.

You’ve worked your entire life to support your family and deserve the peace of mind that a comprehensive estate plan can give you. We encourage you to contact us for a complimentary estate plan review or to go over estate planning basics, but a good place to start to make sure your family receives the maximum benefit from your estate is to request your free copy of The Madrona Life & Legacy Planner. This is designed to assist you in developing lifetime goals, both personal and financial, and building your legacy so that your loved ones can navigate your estate with clarity once you are unable to do so. This guide will bring order to your affairs by helping you: