A Plan That Actually Works
When Your Family Needs It

An estate plan is only as good as the accounts behind it. We work alongside your estate attorney — or introduce you to a trusted one near you — so your will, your trusts, your beneficiaries and your investments all tell the same story.

How We Help

Review Where You Stand

We gather your existing documents, beneficiary designations and account titles and flag gaps, conflicts or out-of-date choices.

Coordinate With Your Attorney

Already have an estate attorney? We work directly with them. Don't have one? We can introduce you to experienced attorneys in your area, in Massachusetts, Florida and beyond.

Align Your Investments

We help fund trusts, retitle accounts, update beneficiaries and line up gifting and charitable strategies so assets pass the way you intend.

Keep It Current

We revisit your plan at every review and whenever life changes, so it never quietly falls out of date.

When to Revisit Your Estate Plan

  • Marriage, divorce or remarriage
  • Birth or adoption of a child or grandchild
  • Moving to a new state
  • Buying or selling a business
  • Retirement or a large inheritance
  • Loss of a spouse or family member

Two Ways to Get Your Documents in Place

Work With a Local Estate Attorney

Best for trusts, blended families, business owners, larger estates and anyone who wants personal legal advice. We'll introduce you to an attorney we trust near you and coordinate every step with them.

Ask for an Introduction

Simple Online Option — Trust & Will

For straightforward needs like a basic will, guardianship nominations or a simple revocable trust, our partnership with Trust & Will lets you create documents online. Radius clients receive 10% off, and we'll make sure your accounts match the plan you create.

Get Started With Trust & Will

Radius Wealth Management does not provide legal or tax advice. Estate planning documents are prepared by licensed attorneys or, for the online option, by Trust & Will. Please consult your attorney or tax professional regarding your specific situation.