Make an estate plan for your finances | Carmichael, California

Vanguard's financial advisors are ready to help you create a plan for your estate. Start now so you can retire in the Carmichael, California, area (or wherever you choose).

Let's make it happen

Estate planning can be emotional and stressful—we're here to help.

  • Planning for the future

    Our advisors will help you identify the extent of your estate, discuss available tools, identify methods to minimize expenses, and assist you in updating the plan through all of life's changes.

  • A trusted partner for a better financial future

    Our advisors will guide you through the estate planning process and connect you to resources and specialists aligned to your best interests.

  • Estate planning made simple

    Estate planning can involve many complicated and difficult decisions. Don't go it alone—let our advisors help you design a thorough plan personalized to your wishes.

  • Make a plan for your estate

    A carefully conceived estate plan gives you control over your assets. Our advisors can help you create a legacy that gives you confidence.

Estate planning basics

Vanguard Personal Advisor Services will partner with you on your unique investment journey by offering a blend of investing technology, advisor support, and financial planning tools and resources. A key element of financial planning is estate planning. No matter the size of your wealth, it's important to have a plan for the future of your money, possessions, real estate, or business.

Our team will work with you to understand your needs and develop a plan for asset distribution, charitable donations, property ownership, and more. There's no time like the present to start on your estate plan. Whether your heirs are family, friends, or a charity, a thorough estate plan can be the best gift you give them. Partnering with Vanguard can take some of the stress out of the estate planning process and give you confidence your assets are handled according to your wishes.

Frequently asked questions about Vanguard advice

How Vanguard's Personal Advisor Services can help

You've worked hard to accumulate your financial and physical assets. An estate plan allows you to have a voice in how your wealth and belongings are distributed. With the support and expertise of our advisors and other professionals, you'll develop a plan for: • Collecting the documents you'll need. • Sizing up your estate. • Identifying tax laws that affect your estate. • Deciding how your assets will transfer when you die. • Designating beneficiaries. • Assigning roles and responsibilities. • Getting started.
Get started
Vernell Peter-Koyi, Vanguard advisor, reader, gardener

Have other investing goals in mind?

Vanguard's advice is personalized to your current life stage and most pressing needs-whether you're getting close to retirement, trying to cut costs, or protecting your assets for the long term. We can be your trusted partner and offer specialized planning for those complex topics.

Planning for retirement?
Create a tax-smart investment portfolio?
Buying your dream home?
Considering health care costs?

All investing is subject to risk, including the possible loss of the money you invest.

Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.

While Vanguard Advisers, Inc. doesn't have advisors located in every state, we're available to help you nationwide over the phone or virtually.

The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Form CRS and Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.