Trusts, Wills, Powers of Attorney and Other Legal Documents
We help you understand which legal documents you need, how they work, and how they can support your personal and financial goals. No confusing jargon or complicated legal language, just clear, straightforward guidance you can feel confident about.
Prepare for the Future with Greater Clarity
Estate planning is not only about documents. It is about making sure your financial life, account structure, beneficiary decisions, and long-term intentions are working together. HarborPoint Wealth Partners helps clients think through the financial side of estate and legacy planning while coordinating with estate attorneys and other professionals when needed.
Who This Is For
This service is designed for individuals and families who want to preserve, organize, and transfer wealth with intention. It may be especially helpful for retirees, high-net-worth families, widows, divorcees, caregivers, trustees, business owners, and anyone who wants their financial strategy to reflect the people and causes they care about.
Key Estate Planning Considerations
Professional Coordination
Estate planning often involves attorneys, tax professionals, and other advisors. We help coordinate the financial planning conversation with the right professionals when appropriate.
Legacy & Wealth Transfer Planning
We help you think through how wealth may support family, future generations, charitable causes, and long-term priorities.
Beneficiaries & Account Alignment
We help review how accounts, beneficiaries, and ownership decisions may align with your broader estate and financial goals.
Key Estate Planning Considerations
1
Beneficiaries & Account Alignment
We help review how accounts, beneficiaries, and ownership decisions may align with your broader estate and financial goals.
2
Legacy & Wealth Transfer Planning
We help you think through how wealth may support family, future generations, charitable causes, and long-term priorities.
3
Professional Coordination
Estate planning often involves attorneys, tax professionals, and other advisors. We help coordinate the financial planning conversation with the right professionals when appropriate.
The HarborPoint Approach
Our approach is centered on understanding your wishes and helping connect them to the practical details of your financial plan. We help you organize key considerations, identify planning conversations that may need attention, and support long-term decisions with clear, personal guidance.
From Intentions to a Coordinated Legacy Plan
Guide
We provide ongoing support as family needs, accounts, laws, assets, and personal priorities change over time.
Develop
We help coordinate a financial strategy that considers beneficiaries, wealth transfer, tax considerations, legacy goals, and professional guidance.
Discover
We learn about your family, priorities, assets, concerns, charitable interests, and existing estate planning documents or relationships.
Frequently Asked Questions
Can you help review beneficiary designations?
Yes. Beneficiary and account reviews can be an important part of coordinating your financial plan with your estate planning intentions.
Why is estate planning part of financial planning?
Estate planning decisions can affect beneficiaries, taxes, investments, charitable goals, family responsibilities, and wealth transfer. These decisions should be considered as part of the broader financial picture.
Do you create wills or trusts?
Estate attorneys draft legal documents such as wills and trusts. HarborPoint helps coordinate the financial planning side and can work alongside your estate attorney when appropriate.
Expert Guidance Delivered to Your Inbox
Get practical insights on retirement, wealth management, and financial planning from the HarborPoint team.
Virginia Beach Office
One Columbus Center
283 Constitution Drive, Suite 540
Virginia Beach, VA 23462
Chesapeake Office
555 Belaire Avenue, Suite 210
Chesapeake, VA 23320