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.