Estate Planning

It's time to think about preserving the wealth you've built over your lifetime. At Key Private Bank, we understand how overwhelming it can be to begin the estate planning process. Proper estate planning can safeguard your assets from unexpected perils, minimizing the negative impact that health, personal, and business risks can have on your estate.

The team of professionals at Key Private Bank works with you, your attorney, and your other advisors to develop an estate plan that encompasses the legacy you wish to preserve. Our specialists have the educational background and the knowledge and experience to help you sort through the many alternatives available to help you achieve your goals.

Whether your goals are wealth preservation, business succession, charitable planning, or wealth transfer, the Key Private Bank staff of dedicated professionals can assist with your wealth management needs. We'll supply you with regular economic insights, inform you of potential legislative impacts to your plan, and provide updates to your wealth strategies to ensure you feel well-informed and confident in your estate plan.

Our Estate Planning Solutions and Services Include:

  • Wealth transfer planning
  • Custom trust solutions
  • Trust administration
  • Estate tax minimization
  • Power of attorney/Living will
  • Document review
  • Beneficiary designation
  • Titling of assets
  • Blended family issues
  • Multi-generational transfer planning
  • Real estate management services
  • Oil and gas interest management