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Tax Client Handbook

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A clear, step-by-step guide to make tax season
easier and less stressful.

Why this handbook matters

Tax season doesn’t have to be overwhelming. Our handbook walks you through deadlines, documents, and what to expect. It’s designed to keep you organized, supported, and confident every step of the way.

Stay organized

Stay organized

Keep important dates and documents in one place

Reduce stress

Reduce stress

Know what’s coming before it arrives

Save time

Save time

Submit your documents the quick, secure way

Stay connected

Stay connected

Reach out to our team when you need extra support

Support and coordination to move your estate planning forward

We help you work through the practical decisions behind your estate plan, from who should inherit what to how accounts, trusts, beneficiaries, and key documents should work together.

Estate plan coordination

We help organize the details your plan depends on and coordinate the process with your attorney or Wealth.com.

Legacy planning

We help clarify who and what your plan should support, including family needs, charitable wishes, and long-term intentions.

Trust and beneficiary review

We review trusts, titling, and beneficiaries to help identify and resolve outdated details, missing information, or conflicting instructions.

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Address planning obstacles before they become urgent

Estate planning often stalls when the next steps feel too scattered, technical, or emotional. We help you sort through common estate planning roadblocks, including:

  • Whether you need a will, trust, or updated documents
  • Beneficiaries that may be outdated
  • Who can make financial or healthcare decisions if you cannot
  • How to handle unequal inheritance needs
  • How property, retirement accounts, insurance, and taxable accounts work together

A clear path to securing your legacy.

Securing your legacy can be a smooth and stress-free experience. With a clear understanding of your financial picture and long-term goals, we guide you through each step.

Consultation

Consultation

Meet to discuss your goals and what you want your plan to accomplish.

Organize and plan

Organize and plan

Gather key details and organize decisions so the plan stays aligned.

Document review and signing

Document review and signing

Review documents prepared through Wealth.com and finalize for signing.

Secure access and ongoing support

Secure access and ongoing support

Store documents securely and update the plan as life changes.

Coordinate across your estate conversations

Estate planning works better when your attorney, CPA, and wealth advisor are working from the same information. We help organize the financial details those professionals may need, such as account ownership, beneficiary designations, tax considerations, retirement assets, insurance, and family priorities, so questions are prepared and follow-through stays clear.

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Your estate planning questions, answered.

Estate planning is often surrounded by misconceptions, leaving many unsure of where to start or what is truly needed. With our Legacy Wealth Strategies process, we can help provide clear, straightforward answers to help you feel confident and informed as you navigate your planning journey.

Estate planning is the process of organizing your assets, wishes, and legacy to ensure everything is handled according to your intentions. It typically involves creating legal documents, such as wills and trusts, to protect your family, minimize complications, and provide clarity for the future.

If you have assets, loved ones, or specific wishes for how your affairs should be managed, an estate plan can provide peace of mind. A well-structured plan helps ensure that your legacy is protected and that you determine what happens to your estate, not the courts. 

Without an estate plan, state laws will dictate how your assets are distributed, which may not align with your wishes. This can lead to delays, added expenses, and potential disputes among loved ones. Proper planning helps prevent these challenges and gives you more control over your legacy.

The timeline for estate planning varies based on complexity, but our streamlined process is designed to help you complete key steps efficiently. With our guidance, many clients move from initial discussions to finalized documents in a matter of weeks rather than months.

Yes, estate plans should be reviewed and updated as your life evolves. Major life events such as marriage, having children, or changes in financial circumstances may require adjustments to ensure your plan continues to reflect your wishes. You will have secure access to your documents for future updates.