Review
Review your current plan and documents and how they align with your goals.
Wealth Management
Estate and Legal Planning
Protect what you’ve built and help make sure your wishes are carried forward, with a clear plan for your assets, your wealth, and your legacy.
Estate planning and business planning
to meet your specific needs
An estate plan is a reflection of the people, your wealth, and the causes you care about the most. It puts your intentions in writing, so your family, trustees, and executors have the clarity of your plan. Whether you need a foundational plan or a sophisticated strategy for a complex estate or business, Krilogy Law provides a range of services to meet your needs.
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Trust Planning and Administration
Establish and manage revocable and irrevocable trusts that control how and when your assets are distributed.
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Will and Testament Preparation
Draft and update your will so your assets are distributed exactly as you intend, and revisit it as your life changes.
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Advanced Estate and Business Planning
Sophisticated strategies for complex estates and business owners, including grantor trusts, personal residence trusts, charitable trusts, and intra-family transfers of business interests.
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Power of Attorney
Name someone you trust to make financial, legal, or medical decisions on your behalf if you’re ever unable to do so.
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Business Succession Planning
Plan the transition of a family or a closely held business to the next generation or a new owner, aligned with your broader estate and tax strategy.
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Marital Planning
Prenuptial, postnuptial, and other planning that protects both individual and shared interests.
How we approach
your estate plan
At Krilogy, your estate plan isn’t a document you create once and set aside. It comes together through an ongoing partnership between you, your wealth advisor, and your attorney, and becomes part of the regular conversations you have with your advisor.
Coordinate
Coordinate with your attorney, or Krilogy Law, to help design or update your plan.
Integrate
Integrate your estate plan together with your overall wealth strategy, including investments and tax.
Maintain
Maintain and revisit your plan as your life and priorities change.
Krilogy Law: Estate and legal planning under one roof
Your wealth advisor can work alongside your own attorney, or connect you with Krilogy Law, our affiliated estate planning law practice, whichever fits how you already manage your legal affairs. When you work with Krilogy Law, the attorney drafting your documents already understands your broader financial picture because they work closely with your wealth advisor and Krilogy’s Tax Services team. This way, legal documents and wealth strategy are always in sync.
Wealth Mapping
Explore your custom plan
Discover how our integrated Wealth Mapping approach brings every part of your financial life together into one clear blueprint, helping you accomplish more.
Estate planning insights
Perspectives on protecting what you’ve built and planning for the people and causes you care about.
JUN 23, 2026
3 MIN READ
3 MIN READ
Blog Articles
Before They Head to Campus: Why Every College Student Needs a Power of Attorney
A few weeks ago, my colleague DeAnna Kaber stopped by my office with a request that I think every parent of a college-bound student should consider. It was one of the most important appointments I have had all summer and one of the simplest. DeAnna’s son Alex is heading off to play college hockey this […]
Disclosure
KEP Law, LLC d/b/a Krilogy® Law is a separate entity that is affiliated with Krilogy® Financial through common ownership. Krilogy® Law may collaborate with Krilogy® Financial, an SEC Registered Investment Advisor, and Krilogy® Tax Services in providing a unique, comprehensive approach to wealth management in which all facets of financial planning are seamlessly at work to help ensure an informed, proactive investment, tax, and estate strategy for each client. Together, the team provides an enhanced level of client care, offering informed insights and serving as trusted guides through the various phases of a client’s financial life and beyond. Krilogy® Law can also work with unaffiliated entities as part of your team. Krilogy® Law operates as an independent law firm to provide legal services in estate and business planning to both Krilogy® and non-Krilogy® clients. Legal services provided by Krilogy® Law are provided under a separate engagement. Krilogy® Law does not provide investment management services or tax services. Those services would be provided under separate engagement with Krilogy® Financial and Krilogy® Tax Services. Krilogy® Law may refer non-Krilogy® clients to Krilogy® Financial and Krilogy® Tax Services for comprehensive wealth management. This information is not intended to create, and receipt of it does not constitute, an attorney-client relationship. Internet subscribers and online readers should not act upon this information without seeking professional counsel. Do not send us information until you speak with one of our lawyers and get authorization to send that information to us. The choice of a lawyer is an important decision and should not be based solely upon advertisements.