Estate Planning Your estate plan is how your wishes carry forward. We help you see the whole picture and coordinate with your attorney on the details. Home › Generational Wealth Planning › Estate Planning Bringing Your Estate Picture Together An estate plan touches your documents, beneficiaries, accounts, and your wishes for the people and causes you care about. We’re not a law firm and don’t draft documents or provide legal advice. Our role is to help you understand how the pieces fit, identify gaps to discuss, and coordinate with your estate attorney and CPA. That’s part of the KIRK Confidence Experience℠. We give you a clear view of your estate picture, review how your beneficiaries and account titling line up with your wishes, and weigh legacy and gifting considerations alongside the rest of your plan. As a fee-only, fiduciary firm, we’re legally required to put your interests first, and we coordinate closely with your attorney so the legal work stays where it belongs. Schedule a Meeting Why Clients Choose KIRK Our fee-only structure keeps advice free of hidden conflicts and focused on you. We bring your attorney and CPA into one coordinated picture so the legal, tax, and financial pieces align, and we connect your estate wishes to your investments and your broader plan rather than leaving them in a separate silo. We also plan with your loved ones and your legacy in mind. Working out of our office in Vienna, Virginia, we get to know your family and what you want to carry forward, so the financial side of your estate plan reflects the people it’s really for. How We Support Your Estate Plan Beneficiary & Titling ReviewWe review how your accounts are titled and how beneficiaries are designated so they reflect your current wishes. Document CoordinationWe help you organize wills, trusts, and directives in coordination with your attorney, who drafts and finalizes the documents. Legacy & Charitable WishesWe help you think through the legacy you want to leave for family and the causes you care about. Coordination With Your ProfessionalsWe work alongside your attorney and CPA so the legal, tax, and financial pieces align. Inheritance PreparationWe help prepare the next generation to receive and manage wealth responsibly, bringing them into the conversation when the time is right. Keeping Your Plan CurrentAs life changes, we help you revisit beneficiaries, titling, and how your estate wishes fit the rest of your plan. Carry Your Wishes Forward An estate plan is a gift to the people you love. Let’s make sure yours is organized, current, and coordinated with your attorney. Schedule a Meeting FAQs Does a financial advisor help with estate planning? Yes. We help you see how your accounts, beneficiaries, and investments connect to your estate wishes, and we coordinate with your attorney on the legal side. We’re not a law firm and don’t draft documents or give legal advice. Do you write my will or trust? No. We’re not a law firm and don’t draft legal documents. We help you understand and organize your estate picture and coordinate with your attorney, who prepares the documents. Why involve a financial advisor in estate planning? Because your accounts, beneficiaries, and investments are closely tied to your estate wishes. Coordinating them helps your plan work the way you intend, in step with your attorney and CPA. What if I don't have an estate plan yet? That’s a common starting point. We can help you get organized and coordinate with an attorney to put the right documents in place. Do you offer estate planning help for families in Northern Virginia? Yes. We work with families across Northern Virginia and the greater DMV, bringing the financial side of estate planning together and coordinating with your attorney and CPA from our office in Vienna. Start the Conversation If you want help bringing your estate picture together and coordinating with your attorney, we’d love to talk. Schedule a Meeting
