Plan With Purpose. Protect What Matters.

Estate Planning Services

Estate planning isn’t just about documents—it’s about direction. At The Sullivan Group, we help you define how your assets are preserved, protected, and passed on. Our fiduciary estate planning services are built to provide peace of mind, minimize risk, and ensure your wishes are clearly carried out.

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Collaborative Planning

We work alongside your attorney and tax advisor to ensure your estate plan is comprehensive, tax-efficient, and legally sound.

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Wealth Transfer Strategies

From trusts to beneficiary coordination, we guide you in structuring your assets to support your family and philanthropic goals.

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Ongoing Review

Estate plans aren’t “set and forget.” We regularly review your documents and plan elements to ensure they stay aligned with your life.

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More Than Documents—It’s About Decisions