Trust & Estate Planning

Careful planning now can help you establish long-term security for
your family

Receive a detailed, personalized picture of your estate plan

See the impact of your estate plan in a clear, easy-to-understand format

Determine if changes are needed to your estate plan to match your wishes

Talk to us to get started

We're so confident you'll love us, we'll add $1,500 to your account when you join Forme!*

Prefer to talk now? Call 914-417-4556

* Offer is valid only when you open an account with at least $500,000 in cash or securities. Offer terms and conditions can be found here.

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What’s Included

Feel prepared for every part of your future.

We help you understand your estate plan and identify if changes are needed, including:

Estate Document Review & Coordination

Get a comprehensive review of your existing trust and estate documents to ensure they are up to date, match your intentions and work well together.

Wills & Trust

We help you coordinate with an estate planning attorney to create, update, store and share your trust and will documents.

Health Care Directives

Review of your advanced directives to help make sure you have a clear plan for your wishes with regard to your medical care, should you become incapacitated.

Powers of Attorney

Review of your power of attorney documentation to help ensure someone you trust can make financial and other major decisions on your behalf and according to your wishes, in case you are unable to do so.

Asset & Beneficiary Titling

Coordinate and align the titling of your assets and beneficiary designations with your overall trust and estate plan.

Corporate Trustee Services

Ensure your estate plan is carried out as intended through our partnership with Fidelity’s corporate trustee services, including performing the fiduciary, accounting, and tax responsibilities of administering your trust.

Why manage your trust & estate with Forme?

Unlike other segmented services, we have a 360° view of your wealth.

That means we can deliver the most comprehensive, optimized trust & estate plan—personalized to every aspect of your financial life.

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Why our clients love
Forme Financial.

Testimonials from physicians like you.

“What [Forme] saved me more than paid for their management fee – which was also lower than I was paying my prior advisor.  I sleep better at night knowing I have exceptional expertise and care just like what I provide to my patients, all in one place.”

— Dr. William S. Internal Medicine.

“So far Forme has been exactly what I hope they’d be. I was nervous out of training since I had no financial skills to speak of and mountains of debt.  They have made it easy for me to generate a plan and know where my money is going. I am genuinely excited about the future with Forme and love nerding out on all the data they provide.”

—  Dr. Joshua C., Urologist

“As a dermatologist I am super busy, so it's difficult to keep up with my financial matters. Forme does most of the work for me, freeing up invaluable time and coordinating all the interconnected facets of my net worth with such ease.”

— Dr. Frank S., Dermatologist

Testimonials provided by current clients. Clients are not paid for providing testimonials.
Get Started

Prefer to talk now? Call 914-417-4556

Why Forme

No one does it like Forme.

360° Wealth Management

We’re the first wealth management firm built specifically for physicians—and we have a concierge service that prioritizes your schedule & needs.


All of our advisors are highly knowledgeable, credentialed fiduciaries who deliver unified advice across each area of your financial life.

Guaranteed Satisfaction

We’re committed to bringing you the highest level of service. If you are not completely satisfied with our efforts, we will refund your advisory fee.

Frequently asked questions

Learn more

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Do I need a will even if I don’t have very many assets?

Technically, the state in which you reside has a series of laws and guidelines that cover the disposition of an estate in the event no wills or trusts exist. This is handled through the probate court. The problems with relying on that approach range from a lack of privacy, as anything that goes through the probate courts is public record, as well as having no guarantees that the state laws and guidelines will match your wishes and intents. If you have a desire for privacy, have a spouse or dependents, any property or financial accounts, or any specific desires or wishes for them, you should consider drafting basic estate documents.

What other common documents are overlooked?

Estate documents aren’t only helpful for planning in the event of a death. Planning for incapacity or illness also can be accomplished through properly drafted and coordinated documents such as a durable power of attorney and medical directives. Making sure you have expressed your wishes and intent in writing in advance of the unexpected is important and an often-overlooked aspect of estate planning.

How often do I need to update my documents?

There is no clear rule or guideline other than to say, you and your advisory team should review them every couple of years to ensure the instructions given to your designated agents are still in alignment with your wishes. Additional reasons to update your documents could also be due to a significant change in your life such as new dependents, a marital change, a change in your practice, or your physical location. One last item to regularly review is the selection of your designated agent(s), executor(s), and beneficiaries. These are the individuals that will execute and receive the benefit of your instructions. Ensuring they are prepared and knowledgeable about the tasks required and your intent is an important consideration.

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Looking for financial tips and insights curated specifically for physicians? You'll find it in our monthly newsletter, written by our Forme Financial wealth management experts

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