Estate Planning

You've worked hard to achieve your success and want to leave a meaningful and enduring legacy that represents your dreams and values. We understand that translating these wishes into an actionable plan takes more than a passing effort.

Our Fellows Financial estate planning services strives to help you:

  • Seamlessly pass your legacy on to your heirs
  • Invest your assets appropriately to maximize growth
  • Set up directives for loved ones who need special care
  • Distribute asset gifts
  • Mitigate any taxes
  • Add a protective element that aims to your assets from creditors

Estate Planning


The first part of this process is to create or update your will. This legal document details your wishes, including identifying an estate administrator, a caregiver for your minor children, and distribution of your property. Working with a legal team of your choice, our goal is to assist with identifying your individual estate planning needs.

Life Insurance

Destined as a beneficiary at your death, a life insurance policy can help your loved ones pay off debt, cover expenses, and enjoy an extra layer of financial confidence. We will review your current policy (or help you secure a new one) seeking to ensure it meets your needs.


Designed to hold your assets for the benefit of your designated recipients such as your children or spouse, a trust aims to help protect your assets after you’re gone. Trusts are created by attorneys, either yours, one we can recommend Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.


Why wait to transfer your assets until after your death? Your estate plan can specify any gifts you distribute during your life to family, friends, or charitable organizations.


Taxes can hit assets hard, but through careful planning and preparation, we seek to mitigate their impact. We work with tax experts and use the latest tools to help you keep more of what you’ve earned.

Fellows & Blake and LPL Financial do not provide tax or legal advice or services.

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FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners a registered investment advisor. Wealthcare Advisory Partners and Fellows & Blake, LLC are separate entities and not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, DC, GA, FL, HI, IA, MD, MT, NC, OH, PA, VA, TX.

Securities offered through LPL Financial, Member Fellows & Blake, Wealthcare Advisory Partners and LPL Financial do not provide tax or legal advice or services.

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