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You've worked hard. Now make sure your money goes where it matters most.
Forging a legacy is about more than money. It’s about the people and organizations you care about. As your portfolio grows more complex, estate planning can help you feel more secure about the future and confident your loved ones are prepared for what’s to come. While it may seem complicated, we’re here to support you and provide guidance at each step of the process.
Our approach helps you navigate every stage, like evaluating your assets, optimizing for tax and gifting strategies, and collaborating with the next generation on wealth transition. Ultimately, we're here to help maximize the impact of your legacy and prepare for a successful wealth transfer.
Comprehensive estate planning solutions that grow with you
Planning a successful wealth transfer is a process that evolves as your wealth increases, circumstances change, and goals shift. Our suite of services is designed to suit your needs and help you make the most of your legacy.
- Wealth and estate planning*
- Family legacy planning
- Personal trust services*
- Charitable giving
Through tailored consultations, a team of wealth planning professionals will collaborate with your advisor to provide clarity on estate and income tax strategies.
Estate plan analysis
Assess your estate plan for tax efficiency and alignment with your goals, which may include reviewing wills, trusts, beneficiary designations, and trustee selections.
Gifting and charitable strategies
Establish your unique gifting approach through options like Donor Advised Funds that keep tax minimization in mind.
Estate law consultation
Proactively consult on tax policy changes and how they might affect your plan to help maximize your benefits.
Trusted advisor collaboration
Consult with your advisors and an integrated team on your wealth management goals and objectives.
It's essential to prepare your loved ones for future wealth transfer. Our family legacy specialists offer a variety of services to support your comprehensive planning.
Purpose & preparedness evaluation
Help individuals, spouses, partners, or widows/widowers determine a vision for the future and assess their level of preparedness based on their goals.
Beneficiary preparation
Help your family members consider their future roles and responsibilities required to carry on your legacy.
Investor education
Provide foundational investment and wealth management principles to help you and your family make informed decisions.
Whether you have a trust or are considering one, Vanguard National Trust Company (VNTC) can provide trust administration services customized to meet your needs and has the fiduciary experience to serve as a professional trustee on your behalf.
Your trust advisor will review your trust documents, and then can administer, invest, and preserve trust assets. They also work to understand the needs of your beneficiaries and keep them informed.
There is an additional fee to hire VNTC to serve as a professional trustee. Please contact us for specific pricing info.
You may want your legacy to reach beyond the family and impact the greater community and organizations close to your heart. If philanthropy is part of your goals, we can explore tax-efficient strategies to help maximize the impact of your contributions and minimize future capital gains.
Get started with Vanguard Wealth Management to learn more about your charitable giving options.
Through tailored consultations, a team of wealth planning professionals will collaborate with your advisor to provide clarity on estate and income tax strategies.
Estate plan analysis
Assess your estate plan for tax efficiency and alignment with your goals, which may include reviewing wills, trusts, beneficiary designations, and trustee selections.
Gifting and charitable strategies
Establish your unique gifting approach through options like Donor Advised Funds that keep tax minimization in mind.
Estate law consultation
Proactively consult on tax policy changes and how they might affect your plan to help maximize your benefits.
Trusted advisor collaboration
Consult with your advisors and an integrated team on your wealth management goals and objectives.
It's essential to prepare your loved ones for future wealth transfer. Our family legacy specialists offer a variety of services to support your comprehensive planning.
Purpose & preparedness evaluation
Help individuals, spouses, partners, or widows/widowers determine a vision for the future and assess their level of preparedness based on their goals.
Beneficiary preparation
Help your family members consider their future roles and responsibilities required to carry on your legacy.
Investor education
Provide foundational investment and wealth management principles to help you and your family make informed decisions.
Whether you have a trust or are considering one, Vanguard National Trust Company (VNTC) can provide trust administration services customized to meet your needs and has the fiduciary experience to serve as a professional trustee on your behalf.
Your trust advisor will review your trust documents, and then can administer, invest, and preserve trust assets. They also work to understand the needs of your beneficiaries and keep them informed.
There is an additional fee to hire VNTC to serve as a professional trustee. Please contact us for specific pricing info.
You may want your legacy to reach beyond the family and impact the greater community and organizations close to your heart. If philanthropy is part of your goals, we can explore tax-efficient strategies to help maximize the impact of your contributions and minimize future capital gains.
Get started with Vanguard Wealth Management to learn more about your charitable giving options.
Through tailored consultations, a team of wealth planning professionals will collaborate with your advisor to provide clarity on estate and income tax strategies.
Estate plan analysis
Assess your estate plan for tax efficiency and alignment with your goals, which may include reviewing wills, trusts, beneficiary designations, and trustee selections.
Gifting and charitable strategies
Establish your unique gifting approach through options like Donor Advised Funds that keep tax minimization in mind.
Estate law consultation
Proactively consult on tax policy changes and how they might affect your plan to help maximize your benefits.
Trusted advisor collaboration
Consult with your advisors and an integrated team on your wealth management goals and objectives.
It's essential to prepare your loved ones for future wealth transfer. Our family legacy specialists offer a variety of services to support your comprehensive planning.
Purpose & preparedness evaluation
Help individuals, spouses, partners, or widows/widowers determine a vision for the future and assess their level of preparedness based on their goals.
Beneficiary preparation
Help your family members consider their future roles and responsibilities required to carry on your legacy.
Investor education
Provide foundational investment and wealth management principles to help you and your family make informed decisions.
Whether you have a trust or are considering one, Vanguard National Trust Company (VNTC) can provide trust administration services customized to meet your needs and has the fiduciary experience to serve as a professional trustee on your behalf.
Your trust advisor will review your trust documents, and then can administer, invest, and preserve trust assets. They also work to understand the needs of your beneficiaries and keep them informed.
There is an additional fee to hire VNTC to serve as a professional trustee. Please contact us for specific pricing info.
You may want your legacy to reach beyond the family and impact the greater community and organizations close to your heart. If philanthropy is part of your goals, we can explore tax-efficient strategies to help maximize the impact of your contributions and minimize future capital gains.
Get started with Vanguard Wealth Management to learn more about your charitable giving options.
See how an advisor can help you navigate the complexities of estate planning
Leave a lasting legacy—backed by Vanguard’s mission
Wealth is personal. That's why estate planning is an essential part of our holistic wealth management solutions. Your team takes time to understand your legacy vision and offer guidance based on what matters most to you.
Vanguard's investor-first ownership structure means our interests are uniquely aligned, and we stay focused on your long-term success. This trusted and transparent investing philosophy is what guides our approach to wealth management.
Tax and estate planning resources
*These services are exclusively for those enrolled in Vanguard Personal Advisor Wealth Management.
All investing is subject to risk, including the possible loss of the money you invest.
Vanguard is owned by its funds, which are owned by Vanguard's fund shareholder clients. Our retail direct investment advisory strategies, in turn, are built on core investments in the Vanguard funds.
Vanguard's advice services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company.
The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI's Form CRS and each program's advisory brochure here for an overview.
VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.
Neither Vanguard nor its financial advisors provide tax and/or legal advice. This information is general and educational in nature and should not be considered tax and/or legal advice. Any tax-related information discussed herein is based on tax laws, regulations, judicial opinions and other guidance that are complex and subject to change. Additional tax rules not discussed herein may also be applicable to your situation. Vanguard makes no warranties with regard to such information or the results obtained by its use, and disclaims any liability arising out of your use of, or any tax positions taken in reliance on, such information. We recommend you consult a tax and/or legal adviser about your individual situation.