Estate Planning

Professional Estate Planning Services

Encompass Advisory Services understands the importance of safeguarding your assets and securing a prosperous future for your loved ones.


Our team of highly qualified financial advisors, including Dr. Jason W. Ceyanes, Sr., CFP® professional and Dr. Derek J Sensenig, Certified Financial Planner™ professional is dedicated to guiding you through the intricacies of estate planning, ensuring your wishes are fulfilled and your legacy is preserved.

Invest with Confidence:
Our Expertise, Your Success.

Invest with Confidence: Our Expertise, Your Success.

Why Choose Encompass Advisory Services?

Expertise in Estate Planning: Our experienced financial planners specialize in estate planning strategies, staying up-to-date with the latest regulations to create tailored solutions that align with your unique circumstances.

Fiduciary Responsibility: As fiduciaries, we are committed to acting in your best interest. Transparency, honesty, and accountability are the cornerstones of our services. You can rely on us to provide objective advice that serves your needs and aspirations.

Comprehensive Solutions: Our holistic approach to estate planning covers a wide range of services, including wills, trusts, power of attorney, healthcare directives, and beneficiary designations. We conduct a thorough analysis of your assets, liabilities, and family dynamics to create a customized plan that protects your wealth and addresses your specific goals.

Our Estate Planning Services

Will and Trust Preparation: We assist you in acquiring legally binding wills and trusts that reflect your wishes through our network of professional estate planning attorneys.. Our team works with you to ensure your documents provide clear instructions for the management and distribution of your estate.

Tax-Efficient Strategies: Our team of financial advisors develop tax-efficient strategies to maximize the value of your estate while minimizing tax implications. We explore options such as charitable giving, gifting strategies, and trust structures to preserve your wealth for future generations.

Asset Protection: Protecting your assets from extreme or unknown potential risks is of utmost importance. We assess your unique situation and recommend strategies to shield your wealth from creditors, lawsuits, and unforeseen circumstances. Rest assured knowing that your hard-earned assets are secure.

Legacy Planning: Leaving a lasting legacy is a key consideration. Our team helps you define your philanthropic goals, establish charitable foundations, and implement charitable giving strategies that align with your values. We ensure your legacy extends beyond your lifetime, making a positive impact for years to come.

Contact Encompass Advisory Services Today

Encompass Advisory Services is dedicated to helping you navigate the complexities of estate planning. With our team of qualified financial advisors by your side, you can trust that your financial future and the well-being of your loved ones are in capable hands.

Schedule a consultation today to discuss your estate planning needs and take the first step towards securing a prosperous legacy. As fiduciaries, we are committed to providing you with the highest level of service, expertise, and integrity. Let us help you craft a comprehensive estate plan that reflects your values, safeguards your assets, and ensures your loved ones' financial well-being. Remember, proper estate planning is crucial for protecting your assets and preserving your legacy. Contact Encompass Advisory Services today for personalized guidance and peace of mind.

Disclaimer: Encompass Advisory Services is not a law firm. We recommend consulting with an attorney for legal advice related to estate planning.

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