Services Overview

LEGACY PLANNING

Eredita has a step-by-step process to help individuals plan their lifelong legacies, setting up a framework to sustain beneficiaries and/or charitable organizations.  It is important to plan in advance to ensure that partners, spouses and/or children are taken care of financially.  This requires special attention to many details.

WILL/TRUST GOVERNANCE

Eredita is experienced in creating and managing wills and/or trusts, including probate, asset liquidation and distribution.  In some cases, there is special consideration to payout lump sums or monthly annuities based on the financial goals of the owner.

ASSET/EXPENSE MANAGEMENT

In some cases, financials are managed by one party in a relationship.  When that individual passes, they leave their partner with little, to no, experience in the financial management of assets and liabilities.  Eredita has a program that can manage every detail, from asset allocations to expense management so that individuals don't have to stress over the details.