Estate Planning
Everyone knows that it’s important not to burden their heirs with unnecessary problems in their estate plan and yet so many of us fail to keep our estate plans up to date. We believe that there are two main reasons: time and money. Stone Ridge Advisors offers two separate services to address the pain points in estate planning.
First, we offer streamlined regular estate plan reviews to all our clients on our standard client services agreement.
Secondly, we offer a reasonably priced all-inclusive estate planning service through our partnership with a bespoke technology platform. This service covers everything from planning sessions, document creation, monitoring, annual reviews and document updates (for which you will pay only for the printing).