professional guidance

Estate & Trust Planning

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How We Help

Estate planning can feel complex, emotional, and easy to put off.

Building on the insights from Larry Short and Kimberley Short’s book, The Last Act: Closing the Book On Your Finances, ShortFinancial helps clients approach estate and trust planning with clarity and confidence.

Our role is to act as a guide and coach throughout the process. We help you understand the key decisions to consider before meeting with your lawyer, prepare the right questions, and identify potential issues involving wills, trusts, executors, beneficiaries, and family conversations. By helping you become a more informed and prepared participant, we make the estate planning process more efficient, thoughtful, and aligned with your wishes.

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Utilizing Trusts
We explore with our client families whether harnessing the benefits of trust accomplishes their goals for privacy for their family members for seamless estate distribution and tax minimization. A personalized trust strategy can be financially advantageous while streamlining inheritance processes.
Writing a Will
Our seasoned advisors will work with your lawyers to create a customized legal will that reflects your wishes and provides peace of mind.
Settling an Estate
Settling your estate is the last step in your Financial Planning Road Map. From probate proceedings to asset distribution, we work with our clients’ families to support them through this process and ensure a smooth transition while considering the needs of your executors and beneficiaries.

The Last Act: Closing The Book On Your Finances

A Chartered Professional Accountant (CPA) official publication authored by Kimberley and Larry Short.

This essential guide to estate planning translates industry jargon into plain English, providing simple explanations of the process of writing a legal Will and settling an estate. Please contact us to request a digital or paperback copy of the book.

Frequently Asked Questions

Curtis Porter from the ShortFinancial team answering questions