Wealth Management
Estate Planning
Wealth that passes on the way you intend.
Structure your estate so wealth transfers cleanly to the people you choose.
Overview
About Estate Planning
OBS Estate Planning coordinates with your attorney to review trusts, beneficiaries, and transfer strategy across generations.
How it works
Getting started
- 1
Open your OBS profile
Verify your identity and set up your account in a few minutes.
- 2
Add Estate Planning
Enable estate planning from your dashboard in one step.
- 3
Manage in one place
Everything lives inside your OBS profile, connected and searchable.
FAQs
Frequently asked
Still have a question? Message an OBS specialist from Secure Messaging any time.
Ready to begin
Speak with an Advisor
Open your OBS profile and add Estate Planning in minutes.