Seamless coordination with your estate lawyers
Transfers of wealth are notoriously complex matters that almost always involve at least one Texas estate planning attorney to ensure that things go smoothly. You likely have an estate lawyer — or more likely estate lawyers — who you trust, and who already have some familiarity with your trusts, will, and assets.
To ensure that your assets and documentation are all properly managed, and because all trusts and wills should be created in conjunction with an experienced estate attorney, Avidian makes it our business to closely collaborate and develop a relationship with your attorneys.
Although we are not Texas estate planning attorneys, we do endeavor to optimize your entire financial life, which does include taking on the burden of managing your entire financial team, and hopefully making it easier for your attorneys to do their job, too.