Estate Planning

An Important Planning Step for your Loved Ones

Get Started
A Network of Services

Ensure your Assets go to your Intended Heirs

You would not leave your livelihood up to chance, so don’t let your family’s future remain uncertain. An estate plan is much more than assigning assets to your heirs. Appropriate estate planning will help beneficiaries inherit assets in a cost and time efficient manner, without going through probate. At Capita, we will be able to identify your estate planning needs and refer you to an estate planning attorney that will best suit your personal situation.

How it works

1
Understanding Your Goals

By understanding your overall personal and financial situation, we will be able to identify your estate needs.

2
Building the Roadmap

Through Capita’s network of financial professionals, we have access to highly qualified estate planning attorneys and will be able to refer you to one that best meets your personal needs.

3
Executing the Strategy

After completing your estate plan, we will work with your estate planning attorney to ensure that we have access to your plan in the event of an untimely passing.

Answer a few simple questions

The first consultation will provide many necessary answers
Tell us a bit about yourself, including your financial situation and goals.

Meeting your advisor

A personalized experience

Upon learning more about your financial goals in the first consultation we will be able to place you with an advisor and support team that best fits your needs. Your advisor is selected based on life status, your preferences, investment goals and the specializations that will help you most!

A structured path

A perfected game plan for financial success

Your team will tailor your financial plan to suit your needs; taking into account your goals, time horizon, and risk tolerance. Your team is dedicated to constructing a plan that aligns with all the facets of your specific financial situation.

A constant guide

Our advisors are always available

As your situation evolves, your team will be able to help you with every area of your finances within our network. Whether it be connecting you with a CPA, an estate attorney, or a Medicare specialist.

Financial success

Constant improvement

Our network includes a vast range of products and services in the market, which means we can shop around for the tools that best fit your unique needs. Your financial success is in great hands!

What Makes Us Different

Completing your wishes and desires after you have passed on

You have worked hard throughout your life to provide and save for the future. Don’t make the mistake of leaving your hard work to chance. Probate is a public process that can be expensive and take months for assets to be distributed to your beneficiaries. Proper estate planning will alleviate undue pressure and worry for your family during a time that is already challenging. Proper estate planning is an essential step for your beneficiaries and overall financial plan.
  • Protect your minor children
  • Fulfill end-of-life wishes
  • Reduce estate taxes
  • Designating a power of attorney if needed
  • Prevent family discord by making your wishes known
  • Live with confidence knowing your family’s needs will be met when you are gone
  • Avoid probate and associated costs
  • Protect your beneficiaries
Get Started

Ut eu sem integer vitae justo eget. Amet volutpat consequat mauris nunc.

Consectetur

Elit imperdiet mi, morbi ac id at morbi. Malesuada risus aliquam amet arcu aliquam feugiat urna nisl volutpat.



Vestibulum lacus, mauris netus faucibus sit.

Tempus urna

Pharetra, consequat commodo laoreet etiam auctor amet lorem. Tristique urna auctor enim, leo mauris ipsum nunc egestas cras.

Vitae semper

Iaculis vulputate amet est massa enim. Nisl integer dui arcu, amet, varius. Nisl semper viverra justo congue non. Massa non in tempus amet pulvinar turpis.

Nunc fringilla orci vulputate suspendisse a. Proin in sed cras diam nunc. Amet dolor.

Consequat semper

Auctor pellentesque justo nunc nisl ut. In ornare neque, a id. Ullamcorper turpis feugiat nunc nunc nunc bibendum quam convallis.



Vestibulum quam euismod blandit sit. Pellentesque.
The Next Node In Your Network

Income Planning

Managing your cash flow through retirement can be tricky and difficult. Let the Capita team create a roadmap for your retirement and cash flow to alleviate any stress!

A Financial Network Built Around YOU

All of our tools and services are available to you! We serve a wide range of financial levels and our obligation is always to your financial success.

Explore Our Network.

We'd love to know how we can help you reach your financial goals. Reach out to us today!