Estate Planning Support
(Upgrade Your Will & Trust Package With Personalized Guidance)
If you want additional support as you create or update your Will or Trust, we offer personalized estate planning assistance to help you feel confident in every decision.
With this upgraded service, you can request one-on-one guidance from an advisor who will help you:
Understand your documents
Navigate beneficiaries, trustees, and guardianship decisions
Organize your financial and personal information
Ensure your plan aligns with your goals and protects your loved ones
Clarify next steps and feel fully supported throughout the process
Estate planning can be emotional and complex — you don’t have to navigate it alone.
Connect With Oak GenWealth
If you’re ready for guidance, have questions, or want support with your family or business, we’re here to help. Share a few details below, and our team will reach out with the next steps.
Please indicate which service we can assist with below: Estate Planning, Financial Advisory, Retirement Plans, Bookkeeping & Tax Planning, IT & Cybersecurity, Payroll & Worker's Comp, Insurance Planning, Loans, or Other.