Estate Planning Services
Pass On Your Legacy Exactly as You Intend
McCabe & Associates coordinates your attorney, your accountant, and your plan, so your assets and your wishes transfer without surprises.
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The Real Risk
Where Estate Plans Fall Apart
Most estate problems are not caused by bad documents. They are caused by documents that were never updated, never coordinated, or never matched to the plan.
Outdated Documents and Beneficiaries
A will or beneficiary form that no longer reflects your life can override everything else you intended. These details decide who inherits, not your memory of what you signed.
Trusts That Sit Unused
A trust only protects an estate when it is funded and set up well before it is needed. An empty or misaligned trust offers none of the protection you paid for.
Documents and Plan Out of Sync
When your estate documents and your financial plan are not coordinated, taxes climb and assets land in the wrong hands at the worst time.
What We Do
Estate Planning Services
A coordinated process that keeps your documents, your plan, and your professionals working toward the same outcome.
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Estate Plan Coordination
We work with your attorney and can provide them with a list of accounts, titles, and beneficiaries so your documents and your financial plan say the same thing, with nothing left to chance.
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In-House Estate Planning
We've partnered with Wealth.com so that our advisors can guide families through drafting wills, trusts, and power of attorney documents without families having to leave the comfort of their home.
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Beneficiary and Titling Review
We review who is named on every account (IRAs, life insurance, annuities, etc.) and how each asset is titled, so the right people inherit the right way.
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Tax-Aware Wealth Transfer
We help you work on gifting strategies during your lifetime and setting up trusts to carve assets out of your estate now and mitigate estate tax on future growth of your net worth.
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Trustee and Successor Guidance
We help you think through who should hold these roles and we coordinate family meetings so that your entire family is on the same page with your estate plan.
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Let's Discuss Your Estate Planning Needs
Using our virtual family office, you can meet with our advisors from the comfort of your own home while receiving the same level of service you deserve.
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The McCabe Difference
What Makes Our Firm Stand Out
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We sit in on meetings with your attorney and provide them with the information they need (titling, beneficiaries, etc.) to make sure your estate planning matches your financial plan.
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We've partnered with Wealth.com to help families draft their own documents without having to find an attorney themselves.
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We help advise on complex topics such as trustee assignment, lifetime wealth transfer, and proper trust income distributions.
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Our virtual family office helps you draft your documents with a third-party platform without having to leave the comfort of your home.
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Our 45-year existence means we have guided some families through 3-4 generations of their family estate plan.
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Our clients trust us to handle $1.15B in assets (as of 6/30/2026)
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Estate Planning Resources
Articles to help you think through trusts, beneficiaries, and the transfer of your estate.
Featured Resource
The Interactive Wealth Bridge
Walk through how your estate plan connects to the rest of your financial life.
Explore the Wealth Bridge
Estate Planning Articles
Do You Need a Trust?
When a trust is worth setting up, when it is not, and what it actually does.
Read articleNaming a Trust as IRA Beneficiary
The pros and cons of naming a trust as your IRA beneficiary.
Read articleReviewing Your Beneficiaries
Why beneficiary forms quietly decide who inherits, and when to review them.
Read articleAudience Playbooks
The Great Wealth Transfer
What the coming transfer of wealth between generations means for your family.
View playbookFind Your Financial Footing After Loss
A clear path through the financial decisions that follow the loss of a partner.
View playbookThe 5M Family Wealth Playbook
A planning roadmap for families managing wealth in the multimillion-dollar range.
View playbookQuestions
Frequently Asked Questions
Do you write my estate documents?
No. Your attorney (or Wealth.com) drafts the documents. We coordinate the strategy, make sure the documents match your financial plan, and act as the point of contact so the pieces fit together.
How often should I update my estate plan?
Whenever your life changes, and on a regular review cycle in between (typically 3-5 years). Marriages, births, sales, and deaths can all override what your documents currently say if they are left unupdated.
What does a trust actually do for me?
A trust can control how and when assets pass, reduce what goes through probate, and lower taxes, but only when it is funded and titled correctly well before it is needed.
Can you help me decide who should be my trustee?
Yes. Choosing a trustee is one of the harder estate decisions. We help you weigh the options, including the role an administrative trustee can play, so the right person or party is in place.
Can you work with me if my family lives across the country?
Yes. Through our virtual family office, we coordinate your plan and meet with you and your family wherever you are, with the same level of service as meeting in person.
Is estate planning the only service you provide?
No. Estate planning is one part of a coordinated plan. We also handle tax planning, investment management, generational planning, and more, so the pieces work together instead of in isolation.
Direct Services
Investment Risk Management
Identify and mitigate portfolio risk through every market cycle.
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In-depth analysis of opportunities aligned with your long-term goals.
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Continuous oversight with proactive rebalancing strategies.
Learn MoreEducation Planning
Tax-efficient strategies to fund education without disrupting your plan.
Learn MoreRetirement Planning
A sustainable income strategy for the retirement you've worked toward.
Learn MoreCharitable Planning
Maximize philanthropic impact while optimizing tax advantages.
Learn MoreGenerational Planning
Preserve and transfer wealth across generations with purpose.
Learn MoreOrganizing Your Plan
Bring clarity and structure to your complete financial picture.
Learn MoreLiaison Services
Tax Planning
Coordinate tax-smart strategies across your full plan year-round.
Learn MoreCybersecurity
Protect your financial accounts from evolving digital threats.
Learn MoreEstate Planning
Ensure your assets and legacy transfer exactly as intended.
Learn MoreInsurance Planning
Evaluate coverage gaps and optimize protection for your family.
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