Estate Planning Services
Estate Planning Made More Simple, Accessible, and Organized
Through Altitude Wealth Management, Allan Gregory offers clients access to a modern estate planning platform powered by Wealth.com, helping you create essential documents like wills, powers of attorney, health care directives, and revocable trusts.
Estate planning is about more than passing on assets. It helps protect your wishes, your loved ones, and your decision-making if life takes an unexpected turn.
Why Estate Planning Is Important
A thoughtful estate plan can help you put the right legal documents in place, clarify your wishes, and make life easier for the people you trust most. For many families, the foundational pieces of an estate plan include a will or trust, a financial power of attorney, and health care planning documents. Wealth.com’s platform is designed to help create these core documents in a more streamlined, guided way.
What’s Included
Estate planning documents are created through Wealth.com’s digital platform. This service is designed to help clients establish core estate planning documents in a more efficient and user-friendly way. Depending on your needs, additional legal advice may be appropriate.
Wills
Create a legally guided document that outlines how you want your assets handled and who should carry out your wishes. Wealth.com includes will creation as part of its document workflow.
Revocable Trusts
For clients who may benefit from a trust-based plan, Wealth.com also supports revocable trust creation.
Financial Power of Attorney
A financial power of attorney allows you to appoint someone to make financial decisions on your behalf if you become unable to do so. Wealth.com notes that durable powers of attorney are commonly used in estate planning.
Advance Health Care Directives
These documents help communicate your medical wishes and designate someone to make health care decisions if needed. Wealth.com includes advance health care directives in its document offering.
Guardianship Nominations
For parents of minor children, guardianship nominations can be an important part of an estate plan. Wealth.com includes these documents in its supported document set.
Disclaimer: Altitude Wealth Management and Allan Gregory do not provide legal advice. Clients should consult with a qualified attorney regarding legal questions, complex estate planning issues, or state-specific concerns.
What estate planning documents can I create through this service?
Clients may be able to create wills, revocable trusts, financial powers of attorney, advance health care directives, and guardianship nominations through the Wealth.com platform.
Do I meet with an attorney through Altitude Wealth Management?
This service provides access to Wealth.com through our office. Depending on your needs, you may still want to consult an attorney for legal advice or more advanced planning.
Why is estate planning important?
Estate planning helps document your wishes, protect your family, and prepare for situations where someone may need to make financial or medical decisions on your behalf.
Can Allan help me understand how estate planning fits with my financial plan?
Yes. Allan can help you think through how your estate planning connects with your broader financial goals, beneficiary structure, and long-term planning strategy.
Is there a fee for access to this service?
Yes. Clients receive access to the Wealth.com platform through our office for a fee.
Ready to Take the Next Step?
Your family’s future deserves a clear, well-structured plan.
👉 Schedule your complimentary consultation today to get started with a guided estate planning approach.
Altitude Wealth Management is a fiduciary financial planning and wealth management firm serving Lake Wylie, Clover, York County, and the greater Charlotte area.
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