Smart Simple Estate Planning

A successful estate plan is about more than creating documents, it's about making sure your wishes are carried out and your financial plan, beneficiaries, and legacy goals are aligned.

At ICG, we work closely with our clients' estate planning attorneys and tax professionals to help coordinate the details and ensure everything works together.

To help simplify the process, we offer FastWill - a secure online solution that allows you to create or update important planning documents, including:

• Wills
• Trusts
• Power of Attorney
• Healthcare Directives

FastWill provides an easy, guided process to help organize your documents, while our team ensure your estate planning strategy fits within your overall financial plan.