Financial services plan
A plan on paper is only half the work
Documents decide who inherits. Financial structure decides how much is left to inherit. Members can work with the association's authorized financial providers on both.
What members review
Coordinated with your estate plan
Your authorized financial provider works from the same plan your attorney drafted, so beneficiary designations and account titling actually match your documents.
- Beneficiary designations reviewed against your trust and will
- Account titling and trust funding checked for gaps
- Strategies that may increase the amount transferred tax free
- Income and legacy planning discussed in plain language
- Annual review as part of your membership
Benefits
Where members see the difference
Strategy and advice
Guidance on structuring assets so more of your estate reaches the people you named.
Tax-aware transfer
Discussion of approaches that may reduce the tax and settlement costs your heirs absorb.
Trust funding help
An unfunded trust protects nothing. Providers help confirm accounts and property are titled correctly.
Annual check-in
Markets and family circumstances move. Your review is included with membership.
Member pricing
Discounted access to services that are typically priced per engagement.
Vetted providers only
Every financial provider in the plan is independent, licensed, and reviewed by the association.
Important to understand
NAFS does not provide financial, tax, or investment advice and does not sell financial products. Financial services are provided by independent, licensed providers authorized by the association. Any strategy discussed depends on your own circumstances and should be reviewed with your provider, your attorney, and your tax professional.
Ask about the financial services plan
Speak with our membership team, or begin your application online. An authorized attorney is part of every enrollment.
Mon – Fri, 8:00 AM – 5:00 PM PST