Financial Architects, Inc. does not practice law.  As your macro manager, we will help you design a process flow that will utilize tools such as a Will and Revocable Living Trust, patient advocate forms, buy sell agreements. 

Much as you would use an architect in the design process of building a home, we will help design this crucial part of your plan.  Throughout the years, Financial Architects has referred its clients to legal counsel that is trustworthy, experienced and in complete understanding of the goals and mission of a Financial Architects’ client. We can team up with experienced legal counsel to bring coordination between these important documents and the plan itself.

Financial Architects understands that its clients are not only planning for their futures, but for the futures of their families and businesses. Taking the necessary steps now not only preserves the wealth you have accumulated over the years, but also reduces the amount of unnecessary confusion, pain and time that would be required in dealing with these issues after you pass away.