Estate Planning

Your estate plan is one of the most personal expressions of what matters most — your family, your values, and the legacy you want to leave.

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Planning with Purpose

At Sequoia, estate planning is an ongoing conversation — one that evolves as your life does. We work alongside you to help protect your family, honor your intentions, strategically address taxes, and ensure your wealth passes the way you intend, to the people and organizations that matter most to you.

A Positive Estate Planning Experience

Estate planning asks you to think about things many of us would rather avoid. We understand that — and we’ve made it our job to make the process feel less daunting and more empowering. Having a current, well-crafted plan means your wealth reaches the people you intended, on your timeline, without unnecessary cost or delay. It also gives your family gifts they may not realize until they need it most: harmony, context, and the freedom to focus on one other during a difficult time.

Integrated Planning for Better Outcomes

Most people think of estate planning as a legal event — a checklist of documents to sign and file away. At Sequoia, we see it differently. Our team reviews your estate in the context of your full financial picture: your investments, your tax situation, your charitable goals, and your family’s needs. The result isn’t just a plan that looks good on paper — it’s one that’s designed to actually work when it matters. A well-documented plan has the best chance of becoming a well-executed plan.

Customized Estate Plan

Every estate plan starts with the same question: what do you want your wealth to do? The answer usually falls into four areas. Once we understand what matters most to you, we build a plan designed to make it happen efficiently, intentionally, and in a way that reflects your values.