New Lyell Wealth Management clients often have outdated estate plans or perhaps no plan at all. Lyell helps clients navigate the appropriate issues related to their estate and family, such as Trusts, Trustees, Wills, Health-Care Directives, and Guardianships. We aren’t estate attorneys, but we have broad experience with relevant concepts. Lyell has a good attorney network with which we can make introductions, as appropriate.

Lyell professionals often participate in calls or meetings with clients and their estate attorneys so that we can ensure the relevant issues and objectives have been met. We strive to keep family members on the same page whether it is the need to preserve legacy or to orderly transfer wealth in the most tax-efficient manner.