At Sonora Investment Management, we understand that estate planning is essential for protecting your assets and the well-being of your loved ones. A comprehensive estate plan allows you to manage the distribution of your estate to organizations or individuals – including minors or dependents with special needs – according to your wishes.

Effective estate planning not only helps ensure that your intentions are followed but also minimizes the tax burden on your estate, providing a smoother transition for your beneficiaries.

We partner with highly regarded estate planning attorneys, trusted by our clients for years. As a Sonora client, you’ll benefit from preferred rates and the peace of mind that comes with a customized, professionally executed estate plan. Together, we’ll work closely with these legal experts to ensure your legacy is protected and your wishes are honored.