Estate planning isn’t just about passing on assets, it’s about making sure your wishes are honored, your loved ones are cared for, and your legacy lives on.

At William Allan, we help individuals and families create comprehensive estate plans that reflect their values and safeguard what matters most. Whether you're starting from scratch or need to update an existing plan, our goal is to simplify the process and give you peace of mind.

What Is Estate Planning?

Estate planning is the process of organizing your financial and personal affairs so they’re managed and distributed according to your wishes during incapacity or after death. A well-crafted plan can:

• Minimize estate and income taxes

• Avoid probate delays

• Appoint guardians for minor children

• Specify health care and end-of-life decisions

• Ensure assets pass to the right people, at the right time

Our Estate Planning Services

We tailor each plan to your unique situation. Our services may include:

• Wills and Trusts – Ensure your assets are distributed as intended

• Powers of Attorney – Designate who can make legal and financial decisions on your behalf

• Healthcare Directives – Define your wishes regarding medical care

• Estate Tax Planning – Maximize what you leave behind by minimizing taxes

• Charitable Giving Strategies – Support the causes you care about while reducing tax impact

• Business Succession Planning – Transition your business on your terms

Why Estate Planning Matters Now

Life is unpredictable. Whether you’re just starting your family or nearing retirement, a proactive estate plan helps you:

• Protect your family

• Preserve your assets

• Reduce conflict and confusion

• Control your future

Let’s Start the Conversation

You don’t need to be wealthy to benefit from estate planning. You just need a plan.
Contact us today to schedule a complimentary consultation and take the first step toward peace of mind.