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Trust and Estate Planning from Forme

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How Forme can help optimize your Trust and Estate Planning

Do you have an intentional and orderly plan for the transition of ownership for everything in your estate?  If you don’t, your state of residence has “intestate” laws that provide a default estate plan unlikely to match your wishes.  Even if you do, in many cases it was done many years ago and does not reflect the reality of your current life.

A comprehensive analysis of your existing trust documents to find gaps that our advisors can help you close.

How Forme can help optimize your Trust and Estate Planning.

What Forme provides:

Trust and Estate planning includes:
Document and estate liquidity review

Reviewing your documents with you and explaining what would ensue if they were needed to make sure it matches your intent

Document coordination

Making sure your documents don’t contradict each other, making sure your personal and business assets disposition is coordinated

Wills and Trusts

Helping discuss options so when you go to draft documents with your attorney you are prepared

Advanced Estate Planning

For taxable estates, business owners or heavy illiquid assets/real estate, community property considerations, adult children dependents, parents that are dependents, etc.

Health Care Directives

Deciding who decides your care if incapacitated and pre-defining your wishes


Powers of Attorney

Helping you navigate the decision on who should be your Power of Attorney


Beneficiary and Asset Titling

Coordinated review of account titling and listed beneficiaries to ensure alignment with estate plan

Meet the specialized financial advisory team

Myhanh Hoskin
Pro Forme™ Advisor - CFP®, CWS®, AAMS®
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Charley Corbett
Pro Forme™ Advisor - MPAS®, AWMA®, CRPC®
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Joseph Sicchitano
Chief Advice Officer - CFP®, MPAS®, CEPA®
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Bill Martin
Chief Investment Officer - CFA®
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Matthew Martin
Pro Forme™ Advisor - CFP®️, AAMS®️
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Just what the doctor ordered

TECHNOLOGY

The right tech

We understand that time is your most precious commodity, that’s why we use the best of modern technology to make it easier and quicker to check up or check in, and rigorous analytics that take a scientific approach to decisioning.

ADVISORY

The right experts

With your own dedicated Forme Advisor, backed up by a team of specialists, you can rest assured that you have a financial ally that’s with you every step of the way. Available 8am to 8pm by video conference, email, phone, or chat.

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BUSINESS

Aligned by design

Our Team is motivated by your financial success. That means you can be sure we’re always on your side. With open and rigorous practices, we’ll always share the scientific basis for our recommendations with you.

Trust and Estate Planning from Forme

Comprehensive, Cohesive
and Coordinated.