Estate Planning Services: Family Wealth Management

Explore Our Estate Planning Services

Estate planning is less about one’s death, and more about the disposition of one’s wealth during life and after death. Many people make the unfortunate decision to procrastinate when it comes to estate planning.

We help you coordinate your estate planning because we love our family and want to ensure their well-being as much as possible after we are gone. We will work with your estate planning attorney to create a plan that recognizes your values and wishes.

We provide two resources to assist you in gathering the necessary information.

These questionnaires are available by contacting us. We will refer you to a competent attorney to have the necessary documents drafted, if you do not already have your own attorney.

Estate Planning

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This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.