Estate Planning

An Important Planning Step for your Loved Ones

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A Network of Services

Guide your Assets 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

Understanding Your Goals

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

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 fits your personal needs.

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 tailored 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
  • Plan with confidence for your family's needs when you are gone
  • Avoid probate and associated costs
  • Protect your beneficiaries
Get Started

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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.


There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.

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Topics Discussed:

  • Income Planning
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  • Tax Planning
  • Estate Planning
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