Planning for the Future, Protecting What You Love

Estate Administration

Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their loved ones and ensure their wishes are honored. At Highland Investment Advisors, we take a compassionate, client-first approach to estate planning. We’ll help you navigate the complexities of trusts, wills, and beneficiary designations to ensure your estate plan reflects your values and goals.

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Planning for the Future, Protecting What You Love

Estate Administration

Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their loved ones and ensure their wishes are honored.


We take a compassionate, client-first approach, helping you navigate decisions to ensure your estate plan reflects your values and goals.


We coordinate with your attorney to ensure a seamless strategy, or we can recommend one if needed.

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Estate Administration

You Deserve to Avoid the Stress

Life is unpredictable, but your estate plan doesn’t have to be. By working with an independent, fiduciary advisor, in coordination with an estate planning attorney, you can rest easy knowing that your estate is structured to protect your family and minimize taxes. You deserve to have your affairs in order, without the stress and uncertainty.

How We Help

Will & Trust Planning

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We’ll assist you and your attorney in setting up estate planning documents to ensure your assets are distributed as intended.

Minimizing Estate Taxes

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We guide you in smart estate planning strategies to minimize taxes, ensuring your heirs receive more of what you’ve built.

Beneficiary Designations

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We ensure that your retirement accounts, life insurance policies, and other financial accounts are aligned with your estate plan.

Power of Attorney & Healthcare Directives

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Planning for incapacity is just as important as planning for death. We guide you in setting up powers of attorney and healthcare directives.

Frequently Asked Questions

Estate Planning

  • What’s included in an estate plan?

    Typically, a will, trusts, powers of attorney, and healthcare directives. Highland helps coordinate with your attorney to ensure your financial accounts and estate documents align.

  • Do I need estate planning if I’m not wealthy?

    Yes—estate planning protects your family, clarifies your wishes, and ensures a smooth transfer of assets regardless of net worth.

  • How does Highland assist in estate planning?

    We coordinate with your legal team to ensure beneficiary designations, account ownership, and trust structures are properly aligned with your goals.

Don’t leave your family’s future to chance. Let’s create an estate plan that reflects your wishes and secures your legacy.

Let’s create a plan that’s just right for you.

Start Your Estate Plan