Will and Trust Services
Will and Trust Services are provided by Trust & Will not IntelliVest Wealth Management. Only Available For Clients Engaged in IntellilVest Wealth Management’s Financial and Retirement Planning Services. IntelliVest Wealth Management is not a law firm and it’s employees are not lawyers.
Estate Planning
Our firm utilizes the services of Trust & Will, a company specializing in estate planning services for clients who have the need for estate planning review, creation or updates.
We believe Trust & Will’s services are helpful to our ongoing financial planning services for our clients. For clients engaging in financial planning services with our firm, there is no separate fee for Trust & Will’s estate planning services.
Disclosure: Estate Planning services are provided by Trust & Will not by IntelliVest Wealth Management. IntelliVest Wealth Management is not a law firm and it’s employees are not lawyers.
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Wills can are vitally important to the estate planning process. Call us to learn more about how they may be of benefit to you.
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Trusts can offer a wide variety of benefits. Our services are limited to revocable trusts currently. Call us today to see if a Trust is right for you.
Contact us.
ldickey@intellivestwm.com
(864) 598-0000
3082 Old Furnace Road
Boiling Springs, SC 29316
Disclosures:
Estate Planning services are provided by Trust & Will not by IntelliVest Wealth Management. There is no guarantee that IntelliVest Wealth Management will decide to take you on as a client for financial planning services. There is the possibility that the needs of a client’s financial planning and estate planning services are outside of the scope and ability of IntelliVest Wealth Management and Trust & Will.