Estate PLanning

Let's future-proof your legacy, starting today.

Estate planning allows you to protect your assets, secure your family’s future, and ensure your wishes are honored. At Wema Senior Strategies, we create tailored estate plans that help you build a meaningful legacy for generations, preserving what you’ve worked so hard to achieve.

We can help.
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Will and Trust Creation:
Create legally sound documents to protect your assets and ensure your loved ones are cared for according to your wishes.

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Tax-Reduction Strategies:
Minimize estate taxes to maximize the inheritance passed to your loved ones and protect your wealth.

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Power of Attorney:
Appoint someone you trust to manage your finances or healthcare decisions if you’re unable to do so yourself.

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Legacy Planning:
Craft a personalized legacy that reflects your values and provides for future generations or philanthropic causes.

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A holistic approach to estate planning.

Estate planning is essential for ensuring your assets are distributed according to your wishes and that your loved ones are protected. At Wema Senior Strategies, we offer personalized estate planning services, from will drafting to trust formation, that give you peace of mind knowing your legacy is secure.

Our estate planning process starts by understanding your unique financial situation, family dynamics, and long-term goals. We guide you through creating a comprehensive plan, which includes wills, trusts, powers of attorney, and healthcare directives. These documents ensure that your financial affairs are managed smoothly and in accordance with your wishes, even if you’re no longer able to make decisions for yourself.


Trusts can help reduce estate taxes, simplify asset distribution, and protect your family’s financial future. Estate planning isn’t just for the wealthy—it’s for anyone who wants to safeguard their assets and make things easier for their loved ones. With expert guidance and a personal touch, we help ensure that your legacy is protected for generations to come.

68%

of Americans do not have an updated estate plan or will, leaving their assets vulnerable.


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3x

Clients with professionally prepared estate plans are three times more likely to have their wishes honored accurately.

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Establishing a trust can reduce estate taxes by up to 40%, protecting more of your wealth for future generations.


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40%

You deserve peace of mind for the future.

Get in touch.