Estate Planning

Estate planning is about more than distributing assets—it's about preserving your legacy. We help you create a comprehensive plan that ensures your wishes are honored, your loved ones are protected, and your wealth is transferred efficiently. From wills and trusts to tax strategies, our goal is to provide peace of mind for you and your family, securing your legacy for generations to come.

Wilson Management Group Can Help You With Your Estate Planning

With years of experience in the financial industry, our team of expert financial advisors in Charlotte NC are here to provide you with the knowledge, insights, and expertise you need to make informed financial decisions.

GET PEACE OF MIND WITH AN ESTATE PLAN IN PLACE

From ensuring your healthcare and that end of life wishes are respected to establishing how loved ones are cared for and directing where your things go after you die, having a comprehensive estate plan in place is essential for any adult 18 or older. An estate plan helps you care for...

ESTATE PLANNING BENEFITS

YOUR FAMILY

YOUR HEALTH

YOUR PETS

YOUR POSSESSIONS

YOUR FINANCES

YOUR LEGACY

WHO NEEDS
ESTATE PLANNING?

It's a common misconception that estate planning is something to do in the future, or that it's only for high-wealth individuals. That is not the case. Now is the time to start putting an estate plan in place.

WHO NEEDS ESTATE PLANNING

72%

of Americans do not

have up-to-date will

35%

of Americans experienced family conflict as a result of not having an estate plan

52%

of Americans believe passing away without an estate plan would be irresponsible

INTRODUCING WEALTH

Wilson Wealth provides unlimited access to Wealth digital estate planning, so that you never have to worry about getting a bill when you need to update your estate plan.

INTRODUCING WEALTH