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This is especially important if any of the following apply to you...
You're married
You have minor children
You own real estate
You have a family member with special needs
You have concerns about a family member handling money you leave them
You own a business
The Founders of Estate Plan Navigator have helped thousands of people with their estate plans and knew there was a simpler and smarter way. They assembled the best people they could find – visionaries, techies, programmers, attorneys, and financial planners. All with one purpose – to create a revolutionary new tool – EP Navigator.
While EP Navigator is new, the knowledge and analytics behind it are not. The team’s intimate knowledge and extensive experience covers every area of the estate planning process. Their collective expertise have been worked into the tool to create and manage estate plans that fit every unique need without breaking the bank.
At Kirk Summa & Co., LLP, our commitment to comprehensive financial guidance now includes a dedicated Estate Planning Division, created to better serve the evolving needs of our valued clients.
This new division brings seasoned estate planning expertise directly into the firm, allowing our clients to receive strategic, personalized support for preserving wealth, protecting loved ones, and planning for the future — all within the trusted advisory environment they already rely on.
Whether you're building your legacy, managing family transitions, or simply ensuring your affairs are in order, our Estate Planning Division offers:
Customized estate plan design and review
Wills, trusts, and powers of attorney
Beneficiary coordination across financial and legal accounts
Strategic guidance aligned with your tax and financial plan
Peace of mind from working with professionals who understand your full financial picture
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