Estate Consulting
Protecting What Matters Most
We guide high-net-worth families through life's most important transitions — estate planning, wealth preservation, and legacy building — with discretion, expertise, and enduring care.
Our consulting packages
Tailored guidance for every stage of your legacy
Each engagement is crafted around your family's unique circumstances, values, and long-term vision.
Foundation
Estate Essentials
$29.00 / month
A comprehensive review of your current estate structure, identifying gaps and opportunities. Ideal for families beginning their legacy planning journey.
- Estate audit & gap analysis
- Will and trust review
- Beneficiary alignment
- Initial planning roadmap
Comprehensive
Legacy Architect
$39.00 / month
Full-spectrum estate planning and wealth preservation strategy. Our most popular engagement for established families with complex asset structures.
- Complete estate restructuring
- Trust establishment & administration
- Tax-efficient transfer strategies
- Family governance framework
- Ongoing advisory support
Premium
Generational Steward
$49.00 / month
A dedicated, long-term partnership for multi-generational wealth management. Reserved for families with significant and complex estate needs.
- Dedicated senior advisor
- Multi-generational planning
- Philanthropic strategy
- Family office coordination
- Annual legacy review
- Priority access & response
How we work
A thoughtful process, built around you
Consult
We begin with a private, unhurried conversation to understand your family's full picture — your assets, your wishes, and the legacy you want to leave behind.
Plan
Our advisors craft a bespoke estate strategy tailored to your circumstances, drawing on decades of experience and deep legal and financial expertise.
Execute
We guide you through every step of implementation — coordinating with your legal and financial team to bring your estate plan to life with precision and care.
Client stories
Families who trusted us with their legacy
"Aman Legacy Group brought clarity to what felt like an overwhelming process. Their team handled every detail with such care — we finally feel at peace knowing our family is protected."
Ali H.
Estate client since 2026
"The depth of expertise and the personal attention we received was unlike anything we'd experienced with other advisors. They truly understood what our legacy means to us."
Jamal & Hodan
Legacy Architect clients
"After my father passed, navigating the estate felt impossible. Aman Legacy Group guided us through every step with patience and professionalism. I cannot recommend them highly enough."
Ismahan
Estate administration client
Secure client portal
Your documents, safe and accessible
Our encrypted client portal allows you to securely upload and share property deeds, financial statements, and other sensitive estate documents with your advisory team — from anywhere, at any time.
- Bank-level encryption
- Property deeds & titles
- Financial statements
- Secure advisor sharing
Secure Client Portal
256-bit encryption
Property_Deed_Main_Residence.pdf
2.4 MB
Financial_Statement_Q4_2025.pdf
1.1 MB
Trust_Agreement_Amended.pdf
3.8 MB
Drop files here or browse to upload
Begin your legacy conversation today
Every family's story is different. Let's start with a private, no-obligation consultation to understand yours — and explore how we can help protect what matters most.