Trusted Outside Professionals

Your Estate Attorney

Great estate documents only work when your accounts, titles, and beneficiaries actually agree with them.

A will that says one thing and a beneficiary form that says another? The form usually wins. That’s the kind of gap we’re built to catch.

Where advisor and attorney meet

Wills, trusts, and powers of attorney drafted by your attorney — funded and titled correctly on the account side by us.

Beneficiary designations reviewed against your documents after every major life event.

Trust and gifting strategies coordinated with the tax side of your Family Financial Plan.

A clear map for your family: what exists, where it is, and who to call.

How we work with your attorney

We prepare the financial picture your attorney needs — accounts, titling, beneficiaries, insurance — so drafting starts from reality. After documents are signed, we make sure the accounts actually follow them. If you don’t have an estate attorney, we’re glad to introduce you to ones we trust.

Allegia Wealth Management and LPL Financial do not provide legal advice or draft legal documents. Outside professionals are independent of Allegia and LPL Financial.

For advisors

Do what is right. Dig deeper. Build real relationships.

— Darren Colananni, Founder

Credentials

Our founder holds the following professional designations:

CFP®

ChFC®

CIMA®

CPWA®

Check the background of your financial professional on FINRA’s BrokerCheck ↗.