Estate planning:Estate planning made simple.
Personalized estate planning services to help you honor your wishes.
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Only 34% of Americans have an estate plan.*
(And it’s our goal to change that!)
Life’s full of surprises, but your legacy shouldn’t be one of them. Whether you’re just starting a family or nearing retirement, an estate plan helps to ensure your wishes are known, your loved ones are protected from unnecessary stress and your future finances are kept on track.
Everyone can benefit from an estate plan. Here’s why:
- Clarity and control: You get to decide how your assets are distributed and who will care for your loved ones in your absence. (And how you’d like to receive end-of-life care!)
- Minimize family burdens: A clear estate plan can reduce confusion and potential conflict among beneficiaries during an already emotional time.
- Financial security for your heirs: By minimizing taxes and legal fees, trust & will estate planning can help your loved ones inherit more of what you’ve built.
Simple, accessible estate planning.
Let’s face it—thinking about estate planning isn’t always at the top of our to-do lists. But with our new partners at wealth.com, a leading online estate planning platform, we’re able to offer our members even more comprehensive and accessible estate planning solutions.
Why wealth.com?
Expert estate plans
Estate planning consultants create personalized estate plans that consider your unique needs and state laws. They ensure your assets are distributed as you wish, while also providing care for your loved ones, including your furry companions.
Easy to use
The guided, easy-to-navigate platform and live support make the process simple, seamless, and self-paced. If needed, you can also consult a vetted attorney in your state at a discounted rate.
Evolves with you
Just like life (and your financial planning), your estate plan should evolve. With proactive monitoring and unlimited updates for just $150 per year, keeping your estate plan up to date has never been simpler or more affordable.
Secure and accessible
Featuring multi-layer authentication, encryption, and advanced security measures, wealth.com helps ensure your financial and personal information are protected and secure.
Estate Planning services provided by wealth.com, the fee is non-refundable and covers their services. Facet is not an attorney and does not provide tax or legal advice or directly prepare legal documents. Tax laws and regulations are complex and subject to change, consult a tax professional regarding your specific situation. Wealth.com is a separate membership service that automatically renews for Complete members as part of your Facet membership renewal. For Core and Plus members, Wealth.com automatically renews for an annual fee dependent upon services selected, unless this service is canceled prior to renewal.
How Facet memberships work.
Our flat-fee membership model means no commissions
Support from a team of CFP® professionals and experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.
“We felt more comfortable with the Facet approach, which was a fixed fee that works within your budget.”
Brad and Cat
Oregon
Alyssa G.
California
“I’ve always just sort of felt really uncomfortable with like opening bills, looking at my bank account, and I end up just kind of ignoring the problem until it gets problematic. With Facet it has been such a relief for me”
Jonathan U.
California
“The fee structure is probably the other biggest thing that sent me to Facet and it’s made me very happy with Facet. It puts us at an equal footing with anybody else. It’s not about how much money I have managed by Facet. It’s about us as a client…and as we grow our finances, the attention we get is not gonna change. We’re still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets.”
Sarah & Michael D.
North Carolina
Frequently asked questions.
What is estate planning, and why is it important?
Estate planning creates a roadmap to protect your assets and loved ones once you’re gone. While many people think of estate planning as simply writing a will, it encompasses a broader range of decisions about how your assets will be managed and distributed.
Working with professionals who provide estate planning services ensures your wishes are documented according to the law while avoiding potential family conflicts and unnecessary taxes down the road.
Ready to create an estate plan? Get started with Facet today. We’ll help you build a legacy you can feel confident about.
Is estate planning only for the wealthy?
Not at all! This is one of the biggest misconceptions about estate planning. It doesn’t matter if you’re just starting your career or well-established — everyone can benefit from an estate plan.
Creating personalized estate plans isn’t about the size of your bank account — it’s about making sure your wishes are clear and your loved ones are taken care of.
Even if you don’t own a home or have substantial savings, you likely have assets like retirement accounts, life insurance policies, or personal belongings that you’ll want to pass on to your loved ones.
Not sure where to start? Take our quick financial wellness quiz to get a clearer picture of your current situation. We’ll help you tackle those tricky topics like inheritance tax and setting up beneficiaries in a way that actually makes sense.
What does an estate plan include?
An estate plan typically consists of several components:
- A will to outline personal property distribution and name guardians for minor children if needed
- Trusts for managing and protecting assets, which includes probate estate planning (the legal process of settling an estate). This can help provide tax benefits.
- Power of attorney that allows another person to make medical, financial and legal decisions for you if you can’t
- Healthcare directives or living wills that spell out your medical care preferences
What is the difference between a will and a trust?
Wills and trusts are two important estate planning tools, but they’re used for different things. A will is a basic document that directs how your personal property should be distributed after your death and becomes public record during probate.
On the other hand, an estate trust is a legal arrangement that can take effect during your lifetime and allows for more control over how and when your assets are distributed. Setting up a trust can potentially help your loved ones skip the probate process, keep their affairs private, and even lower inheritance taxes.
Why work with a financial advisor for estate planning?
Think of estate planning like building a custom home — you could do it yourself, but working with an estate planning financial advisor gives you an experienced architect who sees the whole picture. At Facet, we don’t just help with paperwork — we look at how your estate plan fits into your complete financial roadmap, from retirement planning to investment decisions.
We know that one size definitely doesn’t fit all when planning your legacy. That’s why our investment philosophy is built around creating solutions that actually match who you are and what matters to you. Estate planning ensures your wishes are crystal clear and your loved ones are taken care of exactly how you want.