Estate Planning
Estate Planning: Expert Guidance and Seamless Legal Solutions
At Stone Ridge Advisors, we believe that your legacy should be as thoughtful and inspired as your creative work. While we do not practice law or draft legal documents ourselves, we are experts in legacy strategy, advising, and implementation for creative professionals and business owners.
We are here to help you envision and execute a comprehensive legacy plan that reflects your values—for your family, your business, and your causes.
What We Do—and What We Don’t Do
Our Expertise:
We guide you in developing a legacy strategy tailored to your goals. We help you:
- Clarify your intentions for loved ones, your business, and philanthropy
- Navigate complex financial and tax considerations to maximize your legacy
- Coordinate with legal professionals to ensure your wishes are clearly documented
- Implement and review your plan regularly as your life and business evolve
What We Don’t Do:
We do not practice law or draft legal documents such as wills, trusts, or powers of attorney. Instead, we facilitate the legal component through trusted, secure channels.
How We Offer the Legal Component
To make the legal process easy, transparent, and accessible, we offer two options for the legal documentation of your estate plan:
- Through Vanilla: The Premier Tech-Enabled Estate Planning Solution
- Collaborate with leading estate attorneys via the Vanilla platform—the most trusted, tech-forward solution in the industry.
- Visualize every aspect of your estate plan with easy-to-understand diagrams and interactive tools, so you see exactly how your legacy will unfold.
- Seamless document creation, secure document storage, and ongoing plan reviews—all in one place.
- Accessible from anywhere, with support for complex scenarios, multiple trusts, and state/federal tax implications.
- With Your Preferred Attorney
- Work with your own trusted estate planning attorney if you prefer.
- We’ll coordinate directly with your chosen legal professional to ensure your financial strategy and legal documentation are perfectly aligned.
Either way, you get the best of both worlds: expert legacy strategy from us, and expert legal execution from top professionals.
Collaborative Legacy Planning
Legacy planning is most effective when financial experts and legal professionals work together. Our role is to:
- Help you articulate your goals and preferences
- Advise on strategies to minimize taxes and protect your assets
- Guide implementation—whether through Vanilla or your preferred attorney—so your legacy plan is clear, robust, and easy to maintain
Ready to Start Planning Your Legacy?
Let’s build a legacy that honors your creativity, your family, and your values—with expert guidance every step of the way.
Next steps:
- Schedule a legacy planning conversation—so we can review your goals and discuss your options for legal documentation
- Take a Free Estate Health Checkup—see how you stand today with no obligation
- Contact us today—we’re here as your trusted guide, whether you choose Vanilla or your own attorney
We do not practice law, but we are experts in legacy strategy and implementation. We offer the legal component through Vanilla—the premier tech-enabled estate planning platform—or through your preferred attorney, so you receive a seamless, comprehensive estate planning experience.