Estate Planning

At Coastline Wealth Advisors, we believe financial planning should consider not only the life you are building today, but also the legacy you want to leave behind.

A thoughtful estate plan can help organize your wishes, address important financial and healthcare decisions, and provide greater clarity for the people you care about. To make the process more accessible, Matt Holbrook, CFP® now offers clients access to Wealth.com, a digital estate planning platform built and maintained by estate attorneys.

Contact Matt Holbrook

Now Offering Access to Wealth.com

Wealth.com is an estate planning platform built and maintained by leading estate attorneys. As a tech-led, end-to-end estate planning platform built specifically for financial advisors and their clients, it facilitates high quality document creation, visualization for complex estates, AI extraction capabilities and elegant client reports.

Clients are given direct, unlimited access to wealth.com’s online platform to create, update and manage their estate plans. Wealth.com guides clients through the process of creating an estate plan through a series of questions, demystifying an often daunting process. It also allows clients to easily update their documents as often as they need to. Matt Holbrook is also able to access clients’ estate plans to help uncover potential strategies and to help clients ensure their estate plans match their goals.

Through this platform, users can:

Create and maintain sophisticated, state‑specific estate documents, including trusts, wills, powers of attorney, and healthcare directives
Review and visualize how assets flow across generations and entities
Identify opportunities and inconsistencies across existing structures
Update documents efficiently as family, financial, or tax considerations evolve

Learn more about the power of wealth.com below, and contact Matt Holbrook for more information.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Estate Planning with Purpose

Your legacy is much more than your assets. It’s your personal values, the memories that carry on, and your entire belief system. Your estate plan should be a reflection of the legacy you want to leave.

Discuss Estate Planning

Tax Mitigation

Wealth Preservation

Family Governance

Professional Collaboration

How We Can Help

Wills and Trusts: Ensure your assets are distributed according to your wishes with a well-crafted will or trust.

Tax Efficiency: Strategize to minimize estate taxes and maximize the inheritance for your beneficiaries.

Healthcare Directives: Set up advance directives to make sure your healthcare preferences are respected.

Power of Attorney: Appoint trusted individuals to make financial and medical decisions on your behalf if necessary.

Charitable Contributions: Integrate your philanthropic goals into your estate plan to support the causes you care about.

Protect Your Legacy – Start Planning Today

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