Estate Planning Coordination

In Great Neck, Bayside, Flushing, Garden City, Port Washington, NY and Nationwide

Estate planning isn’t just about documents—it’s about making sure everything works together. At Premier Wealth Planning, we help individuals and families across Long Island and beyond align their wills, trusts, and beneficiary designations with their broader financial strategy. We don’t draft legal documents—but we make sure your estate plan isn’t left out of the conversation.

Explore Financial Planning & Wealth Management

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Retirement Planning

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401(k) Management

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Estate Planning Coordination

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Investment Advisory

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Insurance & Risk Management

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Education Planning

Coordinated. Comprehensive. Clear.

It’s common for clients to have an estate plan and a financial plan—but the two often aren’t connected. That disconnect can lead to missed opportunities, unnecessary taxes, and unintended outcomes. We help you avoid that by coordinating directly with your estate attorney (or connecting you with one we trust) and integrating your estate strategy into every part of your plan.

Who We Help

We work with individuals, couples, and families who want clarity about how their assets will pass to loved ones—and confidence that their wishes will be honored. Whether you have a complex estate or just want to make sure the basics are covered, we can help you take the next step.

Our Estate Planning Coordination Services Include:

Beneficiary & Titling Reviews
We’ll help you review all your account titles and beneficiaries to ensure they match your current intentions—and avoid conflicts with your will or trust.


Tax-Efficient Wealth Transfer Planning
Working in tandem with our tax professionals, we evaluate your estate plan for potential tax exposure and recommend strategies that reduce the burden on your heirs.


Collaboration With Attorneys
Whether you have an existing estate attorney or need a referral, we act as your advocate—sharing relevant financial information and helping ensure every document supports your plan.


Trust & Gifting Strategies
We advise on when and how to use tools like revocable living trusts, irrevocable trusts, and annual or lifetime gifting to accomplish your legacy goals.


Legacy & Charitable Planning
Want to leave a legacy beyond your family? We’ll help you design a giving strategy—whether through donor-advised funds, charitable trusts, or direct bequests—that reflects your values.

Why Premier? Because It All Works Together

Most advisors stop at investment planning. We go further—because we believe estate planning is part of wealth planning, not separate from it.

And because we serve as both your financial and tax advisor, we bring all the right parties to the table—including your estate attorney—to create one cohesive strategy. This is part of our “Premier Triangle” approach, where tax, financial, and estate planning stay in sync.


Serving Great Neck, Long Island & Remote Clients Nationwide

Many of our clients live in Nassau County—Great Neck, Roslyn, Manhasset, and Port Washington. Others have moved out of state, split time between homes, or live entirely out-of-state and work with us virtually. No matter where you are, our process is built for flexibility and accessibility.

Frequently Asked Questions

  • Do you create wills or trusts?

    We don’t draft legal documents—but we coordinate directly with your attorney or refer you to a trusted partner. Our role is to make sure the financial pieces match your legal documents.

  • Can you help if I already have an estate plan?

    Absolutely. We’ll review your existing plan, confirm it aligns with your current financial situation, and help spot any red flags—like outdated beneficiaries or titling issues.

  • Will this help reduce estate taxes?

    In many cases, yes. Our team includes tax professionals who can identify strategies to reduce potential estate tax liability for larger estates—and ensure your legacy passes efficiently.

  • What if I don’t think I need an estate plan?

    If you have dependents, own property, or want to control how your assets are distributed, you need at least a basic estate plan. We’ll help you understand what’s essential and guide you through the process.

Let’s Make Sure Your Legacy Is Aligned With Your Life

An estate plan isn’t just for the wealthy—it’s for anyone who wants clarity, control, and confidence about what happens next. We’ll help you bring all the pieces together so your legacy reflects your intentions, not just your assets.