Office: 855-904-REAPEmail: info@retirementestateplan.com

REAP Experience

How we work with families.

Our disciplined, high-touch process keeps your specialists aligned while we handle the complexity—so you can focus on your family, not your paperwork.

Our Process

A clear path—from first conversation to ongoing review.

Every engagement follows the same disciplined framework. What changes is the content: your goals, your family, your numbers.

  1. Step 1

    Discover

    Listening first: family purpose, governance rhythms, and existing advisors.

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    • Complete, no-obligation review of your current estate, financial, and income plan.
    • Gather family information, priorities, and concerns.
    • Inventory accounts, policies, real estate, and business interests.
    • Clarify which professionals (CPA, attorney, others) are already in place.

  2. Step 2

    Design

    We map investment, planning, and service models that reflect how your family makes decisions.

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    • Consultation and review by experienced attorneys and tax professionals.
    • Draft investment, income, tax, and estate strategies that work together.
    • Model cash-flow, retirement income, and legacy scenarios.
    • Coordinate with your CPA and attorney so everyone is aligned before implementation.

  3. Step 3

    Implement

    We coordinate onboarding, manager selection, reporting cadence, and liquidity planning.

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    • Finalize estate documents and coordinate filing of deeds and titling updates.
    • Open, transfer, and fund investment and income accounts.
    • Set up reporting, review schedules, and point-of-contact instructions.
    • Align beneficiaries and powers of attorney with the new plan.

  4. Step 4

    Evolve

    Regular reviews that adapt to new priorities, transactions, and generational shifts.

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    • Annual and mid-year reviews of investments, taxes, and estate documents.
    • Proactive outreach when tax law or markets change in ways that affect you.
    • Family meetings to keep each generation informed and aligned.
    • Ongoing coordination with your advisors as your life and priorities evolve.

What ongoing coordination looks like.

Once your plan is in place, we remain the central point of contact—so when you call with a question, you don't have to decide whether it's an investment, tax, or estate issue first.

  • We coordinate directly with your CPA, attorney, and other advisors.
  • We maintain a comprehensive overview of your accounts, entities, and documents.
  • We help you prepare for key life events: retirement, business sale, inheritance, or loss of a loved one.

Who we typically serve

  • Retirees and pre-retirees seeking coordinated income and tax planning.
  • Professionals and business owners with complex benefit and equity packages.
  • Families balancing multi-generational needs and legacy goals.

Start with a no-obligation review.

We'll review your current estate, financial, and income plan, highlight what's working well, and identify areas where better coordination could reduce risk or complexity.

Request a review

Or call us at (855) 904-REAP.