Estate Planning
Financial & Legal Guidance Under One Roof
Why Estate Planning Matters
Protect What You’ve Built and Who You Love
Without a proper plan, decisions about your assets, care, and family could be left to courts or people who don’t share your priorities. Cremé Wealth provides estate planning in Plano that helps ensure your wishes are honored, your loved ones are protected, and your legacy is preserved.
Estate planning is more than writing a will—it’s about creating order and confidence. Our advisors work closely with families across Plano, Frisco, and Allen to help them organize documents, name guardians for minor children, and plan for the efficient transfer of assets. The goal is simple: protect your family and simplify the process for those who matter most.
Our Estate Planning Process
Cremé Wealth’s estate planning coordination brings together every element of your plan in one place. Our process includes:
Discovery
Understanding your family, assets, and legacy goals.
Collaboration with Attorney
Working directly with our in-house attorney, or coordinating with yours, to ensure all documents reflect your wishes.
Document Drafting
Preparing wills, trusts, and powers of attorney through a licensed attorney. (Cremé Wealth does not provide legal advice but facilitates the process.)
Integration
Aligning your investment accounts, beneficiary designations, and insurance with your estate documents for complete consistency.
The Essentials of a Strong Estate Plan
A complete estate plan typically includes:
Wills
Specify heirs, guardians, and how your assets should be distributed.
Trusts
Avoid probate and control distributions. Cremé Wealth coordinates with your attorney to make the process simple.
Powers of Attorney
Ensure someone you trust can handle financial and healthcare decisions if you cannot.
Beneficiary Designations
Keep investment and insurance accounts aligned with your estate plan.
In-House Estate Attorney
Legal Expertise, Right Where You Need It
We believe that one of Cremé Wealth’s greatest advantages is our partnership with an in-house estate attorney. This collaboration allows clients to receive comprehensive financial and legal support in one location, streamlining communication and document preparation.
Clients appreciate the convenience of working directly with the attorney on wills, trusts, and powers of attorney—without having to seek outside counsel. While Cremé Wealth does not offer legal advice, this partnership ensures that your financial and legal strategies stay perfectly aligned.
Charitable & Legacy Planning
Create a Legacy That Reflects Your Values
For clients who want their wealth to have lasting meaning, Cremé Wealth offers guidance in faith-based and charitable giving strategies. Whether you’re setting up a donor-advised fund, designing a charitable trust, or incorporating tithing into your plan, our advisors help you integrate giving into your long-term goals.
Your estate plan can reflect both your financial wisdom and your personal faith—ensuring the causes and people you care about most continue to benefit from your success.
Frequently Asked Questions
What’s the difference between a will and a trust?
A will directs asset distribution after death, while a trust can take effect during your lifetime and help avoid probate.
When should I update my estate plan?
We recommend reviewing your estate plan annually to account for life changes and updates to estate laws, and after major life events such as marriage, the birth of a child, or relocation. A comprehensive update should be completed at least every five years to ensure everything remains current.
Can you help if I need a trust for a special-needs child?
Yes. Our estate attorney can prepare trusts tailored to your family’s needs.
Do I need an estate plan if I’m not wealthy?
Yes. Estate planning is about control, care, and clarity for your loved ones—not just wealth.
Are your estate planning services included?
Yes. Coordination is included through our partnership; the attorney may charge a separate fee for legal document preparation.
Contact Us
Plan Today for the People You Love Tomorrow
Estate planning gives your family clarity and peace of mind. Cremé Wealth helps Plano families align their financial and legal goals through one seamless process. Schedule a meeting with our team and our in-house attorney to begin building your legacy—one that honors your faith, values, and future.