Military Estate Planning

Plan for Your Future with Financial Peace of Mind

You’ve spent your whole life ensuring your family was safe and financially stable. Estate planning ensures your loved ones will be taken care of no matter what happens—so you can live confidently and enjoy every moment.

At AAFMAA Wealth Management & Trust (AWM&T), we understand the importance of planning your estate and preserving your legacy. As part of a comprehensive financial plan, our CFP® Professionals can help you understand wills, durable powers of attorney, beneficiary designations, advanced medical directives, trusts, and other ways to prepare for what happens financially when you die. We do not provide legal advice, but we will work with you and your estate planning attorney who will provide necessary legal expertise and prepare any required legal documents.

The team at AWM&T is committed to serving the military families our services are designed for. Not just because it’s our job, but because many of us are Veterans or come from military families. We understand the sacrifices you and your family have made, and we promise to stand with you, always. You and your loved ones will receive dedicated support from your Relationship Manager to make managing your estate as seamless as possible.

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We Can Help You:

• Understand the importance of wills, durable powers of attorney, advanced medical directives, and letters of instruction
• Establish how your property and assets are used, maintained, and distributed
• Administer your trust professionally
• Avoid probate proceedings
• Other estate planning needs