Estate Planning and Administration

Your Vision on Paper

Springs Valley Financial Advisory Group can be your first and last step in estate planning. We can assist in creating the framework of your legal documents and review the documents your attorney prepares prior to execution. Springs Valley Financial Advisory Group will review your estate documents* at no cost. We can also serve as personal representative or as an investment advisor to an individual personal representative.

You can have peace of mind knowing that your estate will be handled as you wish and that your beneficiaries will be cared for. We act as an unbiased third party to handle any disputes. We work with your attorney, accountant and other advisors to be sure that legal and tax concerns have been addressed.

• Working with the estate’s attorney to file all necessary court documents throughout the administration process
• Efficient collection, valuation, and distribution of assets
• Determining the most advantageous tax solutions
• Monitoring and paying expenses
• Professional asset management
• Working with the estate’s accountant to prepare necessary tax returns including estate, inheritance and income tax returns

* Estate documents may include wills, trusts, health care representative appointments, and powers of attorney

Trust and Investment products are not deposits

• not insured by the FDIC;
• not a deposit or other obligation of, or guaranteed by, the depository institution;
• not insured by any Federal Government Agency; 
• may lose value - subject to investment risks, including possible loss of the principal amount invested.