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the ethos planning process
Four Phases + EthosCare™
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estate planning
Lifetime Incapacity
Planning Questionnaire
A limited set of questions for lifetime ancillary documents only which are solely concerned with matters occuring during lifetime (not death), such as incapacity, unavailability and terminal illness. These documents include Powers of Attorney, Living Wills and HIPAA Authorizations.
Estate Planning Essentials
Questionnaire
A complete set of questions for a comprehensive estate plan, including Wills and Trusts. This also comprehensively includes 'Lifetime Incapacity' planning with ancillary documents, including Powers of Attorney, Living Wills and HIPAA Authorizations.
Advanced Estate Planning
Questionnaire
An additional set of questions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals who need estate and gift tax planning, which typically involves utilizing certain types of advanced planning with irrevocable trusts and other advanced techniques.
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Discover What Ethos Can Do For You
Explore how our integrated planning strategies protect what you’ve built, uncover opportunities, and position your family, wealth, and legacy to prosper.
