Wealth preservation is about striving to ensure your assets reach the right people at the right time. To help you aim to achieve this, we have partnered with Trust & Will to provide an easy, digital-first way for our clients to create and manage their estate plans.

Trust & Will is a modern estate planning platform that simplifies the process of securing your legacy. Their state-specific, attorney-approved solutions allow you to build a comprehensive plan, covering essential needs such as:

• Trusts & Wills: Create customized documents tailored to your unique family dynamics and financial goals.

• Guardianship: Explicitly name guardians for minor children and pets to ensure their future is secure.

• Healthcare Directives: Establish a Living Will and HIPAA authorization to provide clarity on your medical preferences.

• Asset Management: Utilize a secure digital vault and "Schedule of Assets" to keep your important documents organized and accessible to your loved ones.

This platform streamlines the complexities of estate planning, offering a user-friendly interface backed by bank-level security. By integrating this service into our partnership, we aim to help you reduce the burden of probate for your heirs and ensure your wishes are carried out with confidence and efficiency.

Note: Arch Global Advisors does not provide legal advice; individuals should consult an attorney before making legal decisions. Trust & Will is an independent third-party provider and is not affiliated with Arch Global Advisors.