Estate Planning Strategies
Personal, Empathetic Guidance
Death is a tough topic for families and individuals, and it can be difficult to navigate the process of planning for your passing or the death of a loved one. At Stratos, we will help you leverage a network of expert professionals who can help you through the procedures for inheriting investment assets and managing estate and trust affairs.*
Our in-house estate affairs professional can help you with
- Death claims
- Understanding death benefits
- Transfer of wealth
- Inheritance procedures
- Account setup
- Ownership changes
*Stratos Wealth Partners associates are not legal professionals. Please consult your legal advisor regarding your specific situation.
