Wealth Built to Outlast You
Cavalry brings deep experience to the estate planning process, giving you clarity today and confidence that your plan will stand the test of time. Through our guidance and coordination of trusted professionals, we help you gain greater control over how your wealth is managed and distributed.
Your Cavalry Advisor coordinates a team of professionals — including attorneys, CPAs, and trustee servicers — to deliver a team-centered approach backed by expertise at every stage, so you can rest assured that your goals will be honored and your trustee will carry out their responsibilities with confidence.
Before you ever sign an agreement, you're welcome to meet and speak with each professional to ensure they're the right fit for you. Once planning begins, you'll share your goals with our team, and we'll coordinate every step on your behalf.
Planning for Those Who Matter Most
Trust Establishment
Helping clients navigate their estate plans and establish trusts that make their hopes for the future a reality.
Tax-Efficient Transfer
Bringing together specialists on a strategic approach designed to reduce the tax impact on your estate — so more of your money goes to your heirs, and less to the IRS.
Charitable Giving Strategies
Developing giving strategies that reflect your values, alongside the rest of your estate and trust planning.
Trustee Coordination
Working with your trustee to ensure your loved ones are set up for long-term success, with a smoother transition of your wealth.
More of your money should go to your heirs — and less to the IRS.
A Team-Centered Approach
Your Cavalry Advisor coordinates every professional involved, so you're never navigating this alone.
Meet Your Team
Before you ever sign an agreement, you're welcome to meet and speak with each professional — attorneys, CPAs, and trustee servicers — to ensure they're the right fit for you.
Share Your Goals
Once planning begins, you'll share your goals with our team, and we'll coordinate every step on your behalf.
Walk Through Your Plan
When the work is complete, your advisor will deliver your finished estate plan and walk you through it in detail, so you leave with full understanding and peace of mind.
Ready to Plan Beyond Your Own Lifetime?
Let's start with a conversation about your family, your assets, and what you want your legacy to look like.
Book an Appointment
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