More Than Documents. A Plan for What You Leave Behind.

We help Marlton-area families connect their estate plan with the legacy they want to create.

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Despite 73% of Americans saying estate planning is personally important to them, 56% still have no estate planning documents in place — no will, no trust, no medical power of attorney.¹

Protecting What Matters Most

Estate & legacy planning is about more than documents. It's about making sure the financial resources you leave behind—and the personal values that go with them—are passed on with clarity and care. We help clients at many stages of life, from young professionals just getting started to multi‑generational families with more complex wealth, coordinate both the estate planning (the financial pieces) and the legacy planning (what you want your wealth to stand for and how you want to be remembered).

Based in Marlton, New Jersey, we work with families throughout South Jersey — including Cherry Hill, Mount Laurel, Moorestown, Haddonfield, and Voorhees — as well as clients in Pennsylvania, Delaware, Alaska and Florida.

What Is Estate Planning?

Estate planning focuses on the financial and legal details of what happens to your assets if you become incapacitated or pass away. That might include your will, beneficiary designations, powers of attorney, and how accounts are titled. We work alongside your attorney and tax professionals to help you understand how these pieces fit together and how your investment and retirement strategies support the plan you put in place.

What Is Legacy Planning And How Is It Different?

Legacy planning focuses on what you leave behind beyond the dollars. This can include the values you want to pass on, letters or videos for loved ones, charitable intentions, and the guidance you wish you could give in person. We help you think through how to capture those wishes—whether that's in an ethical will, family mission statement, or other personal expressions that complement your formal estate documents.

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How We Help

Clarify your goals for family, charities, and other heirs—whether you're just starting to build wealth or already managing significant assets

Coordinate with your estate attorney, CPA, and other professionals
Review account titles and beneficiary designations for consistency
Model different inheritance and gifting strategies in your financial plan
Help you organize non‑financial legacy items such as letters, stories, and instructions you want loved ones to have

Our role is to connect the technical side of the plan with the personal side, so your financial strategy and your legacy intentions tell the same story.

"Estate planning isn't just about documents — it's about making sure the people and advisors in your life are working from the same page. That coordination is often what families miss most."

— Scott Jones, BFA^™ CPFA^® CRPC^® RFC^®, Founder, Genesis Wealth Advisor Group

Why Should Your Advisory Team Work Together on Your Estate Plan?

Estate and legacy planning works best when your advisory team is on the same page. When clients wish, we coordinate with their estate attorney, tax professional, and other advisors, including attending meetings together. Our role is to help you understand how legal strategies, tax planning, and your investment plan fit together so your documents and your financial life stay aligned.

For clients who need additional support, we also have access to corporate trustee services and can help you explore whether a professional trustee may be appropriate in your situation.

Some of the families we work with are trustees for conservatorships, guardianships, special needs trusts, or other types of trusts. We help them understand their responsibilities, stay organized, and see how the assets they manage fit into the broader family plan.

When retirement, tax, legal, and estate planning need to work in coordination, the Genesis Premier Virtual Family Office™ is designed specifically for that level of complexity.

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What Is the Legacy Planner Process?

For families who want to go beyond the legal documents, we offer a structured Legacy Planner process as an optional add on service. Once your estate documents are in place with your attorney, we work together over time to organize the instructions, stories, and messages you want to leave behind.

Our Legacy Planner process typically includes:

Organizing Key Information and Instructions

We begin with a guided organizer so your family knows where to find important documents, accounts, and contacts. Over a series of quarterly meetings, you complete specific chapters at home, bring them to our meetings, and we add them to your legacy planning binder.

Creating a Written Ethical Will or Legacy Letter

When the practical chapters are in good shape, we help you work through a more personal document—often called an ethical will or legacy letter—outlining your values, life lessons, and hopes for the next generation.

Optional Recorded Message for Loved Ones

For clients who want it, we can help you record a video message to your family, sharing your story, what matters most to you, and a final expression of love and encouragement.

This Legacy Planner work is offered as a premium service with an additional fee while we are actively meeting and building the binder. Once the project is complete, fees may be reduced if you move to our standard semi‑annual review schedule, or continue at a higher level if you prefer ongoing quarterly meetings and additional premium services.

What Are Family Legacy Meetings?

For clients who want to involve children or grandchildren, we can help facilitate family meetings to talk through your estate and legacy intentions. You choose how much financial detail to share; our focus is on helping the next generation understand your values, the purpose of the plan, and the responsibilities that come with any inheritance. Done well, these conversations can reduce conflict, support better decisions, and help assets last longer across generations.

Over time, these conversations often lead us to work with multiple generations of the same family. With a focus on education and behavioral finance, we help younger family members build healthy habits around money, goal setting, and understanding why your legacy matters—not just how much they may someday receive.

For families navigating estate coordination alongside a business sale or significant asset transfer, our free guide covers key planning mistakes in this area: 7 Common Planning Mistakes.

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When Should You Review Your Estate & Legacy Plan?

Estate and legacy plans should be reviewed after major life events—marriage, divorce, birth of a child or grandchild, a significant change in assets, the sale of a business, or the loss of a loved one. Even without major changes, periodic reviews about every 3 to 5 years can help ensure documents, beneficiaries, and strategies remain aligned with your current wishes and valid on some instances.

Ready to Connect Your Wealth and Your Legacy?

If you want your estate plan and your legacy to work together, we'd be glad to talk. We help families turn their financial resources and personal values into a clearer plan for the next generation.

Schedule Your Complimentary Consultation

Common Questions

Do you draft legal documents?

We do not practice law or draft legal documents. We work in coordination with your attorney and other professionals to help you understand options, prepare for meetings, and see how your estate planning decisions affect your overall financial picture.

Is estate & legacy planning only for high‑net‑worth families?

No. Estate and legacy planning can help anyone who cares about who receives their assets and what they leave behind. That includes young professionals building their first plans, mass‑affluent families balancing multiple goals, and higher‑net‑worth households with more complex strategies.

Can you help us talk with our children or heirs?

Yes. When appropriate, we can facilitate family meetings to help explain your overall plan, answer questions, and help reduce confusion or conflict later on.

How does estate planning connect to my investment and retirement accounts?

Many assets — including IRAs, 401(k)s, and life insurance — pass directly to beneficiaries outside of your will. That means beneficiary designations on those accounts can override what your legal documents say. We review how your accounts are titled and how beneficiaries are designated to make sure your investment strategy and your estate plan are telling the same story.

What is an ethical will?

An ethical will is a personal document — separate from your legal will — in which you share your values, life lessons, and hopes for the next generation. Unlike a legal will, it has no binding authority; its purpose is to pass on meaning alongside assets.

Do I need an estate plan if I don't have significant assets?

Yes. Estate planning isn't only about wealth — it's about control. Without basic documents in place, decisions about your care, your finances, and who receives your assets may be left to state law or the courts. A simple plan that includes a will, powers of attorney, and updated beneficiary designations can protect your family at any stage of life.

This page contains general information only and does not constitute legal or tax advice. Ask your estate attorney about specific legal strategies. Ask your tax advisor about tax planning implications. Genesis Wealth Advisor Group, LLC does not practice law or prepare legal documents nor does Genesis prepare or file tax returns.

¹ Trust & Will 2026 Estate Planning Report

Date Updated: April 29, 2026

Estate & Legacy Planning