Estate Planning

At PairOne, we coordinate estate planning strategies to ensure your legacy is thoughtfully passed on to your loved ones and the charitable causes you care about most. We help you keep your estate plan up to date by reviewing account titling, checking beneficiaries on investment and insurance accounts, and providing a second look at your estate documents. We also prompt updates when the legal environment changes or you have major life events—like marriage, divorce, death, or a new child.