From helping you fund your trust to transferring assets, we are your all-in-one solution to ensure your legacy is passed on according to your plan.
After your estate plan is complete, visit our affiliate Blue Chip Partners, LLC to help put the plan in action with customized financial planning and investing.
The typical estate plan takes anywhere from four to six weeks. We promise to work hard to get your plan back to you before you need it. If you are in a serious life circumstance or someone is in poor health, and you need your plan done quicker than thirty days, just let us know.
Maybe you’re going out of town for the first time after having kids and realizing that your health care and general durable powers of attorney documents need updating.
Call us today and we can get you the documents you need before it’s too late. Our team is experienced and committed to delivering you a high-quality plan with our white-glove customer service.
Blue Chip Estate Planning, PLLC is part of the Blue Chip Partners’ family of companies offering you the option of a one-stop solution for your estate planning, financial planning, and investment needs. Our goal is to be your all-in-one solution.
Blue Chip Partners, LLC is a wealth management firm that provides highly personalized financial planning and portfolio management services to over 800 clients. Blue Chip Partners has 31 employees and over $1.5 billion in assets under management as of December 31st, 2024.