Estate and Legacy Planning

At Northpoint Financial we work with high achievers who have worked hard, made great decisions, and want to be good stewards of what they've achieved. Working with people like this is not just enjoyable; it makes us smarter, too.

Estate Planning also requires sound legal advice-and critical documents like wills, trusts, and financial and health care powers of attorney. It's work that simply has to be done right.

Service Features:

  • Guidance on Key Documents: We help you think through important items like wills, trusts, and powers of attorney, while encouraging you to review and finalize these with qualified legal professionals.

  • Coordination with Advisors: We collaborate with your attorneys and accountants to help ensure your estate planning strategy aligns with your broader financial goals.

  • Plan Reviews and Updates: We revisit your estate strategy over time, helping you identify when updates may be appropriate as your circumstances or laws change.

We believe estate planning also requires sound legal advice. Critical documents like wills, trusts and financial  and healthcare powers of attorney. We are able to assist you in these areas but understand it is work that simply needs to be done right. With that said as we are not providing specific legal or tax advice,  we will also highly encourage you to speak with an attorney or accountant 

Contact Us

We would be happy to hear from you! 

Please call us at 207.356.4178, or fill in the form below.

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Royal Fund Management and Northpoint Financial LLC are not engaged in the practice of law or accounting and any advice provided should not be construed as legal or accounting advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors. It is not a substitute for competent advice from these advisors.

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