Estate Planning Fundamentals
The Essential Components of an Estate Plan
More than document preparation, estate planning is a way to clarify your intentions and document how the people and causes you care about may be supported over time. Explore how estate planning fits within your broader financial life and stay organized with a set of checklists.
*Modera Wealth Management is a registered fiduciary, which means we are legally obliged to act in our clients’ best interests.
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Assets Under Management (AUM)*
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Years of Industry Experience
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Average Client Tenure*
From Intentions to Coordination: A Comprehensive Approach to Estate Planning
See how wills, trusts, directives, and related decisions can be considered within a more coordinated framework that connects estate planning with broader financial, tax, and family considerations.
Key Elements of a Thoughtful Estate Plan
Estate planning can help you organize important decisions and prepare others to act on your behalf. Download the guide to explore:
Directing Your Assets
Understand how wills, trusts, beneficiary designations, and account titling work together to reflect your intentions and support a smoother transfer of assets.
Planning for Incapacity
Prepare for the unexpected with powers of attorney, healthcare directives, and documented preferences that help guide decisions if you’re unable to make them.
Preparing Your Executor and Loved Ones
Help simplify a difficult time by organizing key information, documenting your wishes, and providing clarity around your financial life
Documenting Your Digital Life
Account for digital assets, access credentials, and online accounts so important information is easier to locate and access.
Keeping Your Plan Current
Learn when and how to revisit your plan as your life, family, career, and financial
Is Your Estate Plan Aligned with Your Financial Life?
Whether your documents were created years ago or you’re just starting to think about estate planning, this guide offers a starting point for evaluating how the different pieces of your plan fit together and where professional guidance may add value.
Access the Guide
*Please Note: Data as of 12/31/2025. Should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Modera Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.
Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, the fees we charge including how we are compensated and by whom, additional costs that may be incurred, our conflicts of interest, any disclosed disciplinary events of the Firm or its personnel, and the types of services we offer, please contact us directly or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) to obtain a copy of our disclosure statement, Form ADV Part 2A, and ADV Part 3/Form CRS. In addition, our Privacy Notice outlines how we handle your non-public personal information. Please read these documents carefully before you make a decision to hire Modera, invest or send money.
Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, the fees we charge including how we are compensated and by whom, additional costs that may be incurred, our conflicts of interest, any disclosed disciplinary events of the Firm or its personnel, and the types of services we offer, please contact us directly or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) to obtain a copy of our disclosure statement, Form ADV Part 2A, and ADV Part 3/Form CRS. In addition, our Privacy Notice outlines how we handle your non-public personal information. Please read these documents carefully before you make a decision to hire Modera, invest or send money.