Our Process

At Lineage we recognize that each family member plays a unique role in contributing to the family legacy. Similarly, we acknowledge that every family has a strong team of estate planning advisors that help families plan for future generations. The cornerstone of our client engagement process involves collaboration with the entire estate planning team including;

  • Estate Planning Attorneys
  • CPAs / Accountants
  • Wealth Advisors / Financial Planners
  • Trustees