Estate planning is the process of organizing your assets, wishes, and responsibilities to ensure they’re carried out the way you intend—no confusion, no delays, no unnecessary taxes. It includes wills, trusts, powers of attorney, and other legal tools that help your family grieve without added stress.

Without a solid estate plan, your family could face legal complications, tax burdens, or uncertainty about your intentions. Estate planning isn’t just for the wealthy—it’s for anyone who wants to pass on more than just assets. It’s about honoring your values, protecting your loved ones, and making a lasting impact.

At Ai Merchantry, estate planning is woven into our Fractional Family Planning™ model, combining legal documentation with life insurance, tax strategy, and multi-generational guidance.

We work in partnership with estate attorneys and financial professionals to help you:

Create or update wills and trusts

Design charitable giving strategies

Minimize estate taxes and probate delays

Title and coordinate assets properly

Ensure guardianship and healthcare directives are in place

Align everything with your personal values and goals

Our role is to help you make informed decisions, facilitate collaboration, and ensure your plan is both protective and proactive.

You’ve spent a lifetime building something meaningful—now let’s make sure it lasts.