Estate Planning & Legacy Coordination

Ensuring your values, and your assets, pass to the next generation.

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Protecting What Matters Most

Estate planning is about more than transferring assets—it’s about caring for the people and causes that matter most to you.

Evergreen Financial Group helps clients think intentionally about legacy, stewardship, and long-term planning.

    
 
 
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   Karen Amende 
 May 17, 2026
 
 
 Trustindex verifies that the original source of the review is Google. We are extremely pleased with the service provided by Tim, and now also, Luke of Evergreen Financial Services.  Not only do they provide investment services for our particular comfort risk, but they also guided us through preparing a financial plan.  That's been extremely valuable.  We looked at the whole picture instead of just our bank account!  Tim and Luke are both so patient, kind and helpful, besides being really knowledgeable.  We've enjoyed working with them and plan to continue.  We'd recommend Evergreen to any of our friends!
  
 
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   Lynn Lunde 
 November 6, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Tim is very knowledgeable and cares deeply about the well-being of his clients.  He goes above and beyond to research when we have questions, and has provided valuable advice to us on numerous occasions.  We have total trust in Tim and his organization, and are thankful for his guidance as we seek to be good stewards of all God has gifted us with. I would highly recommend him.
  
 
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   Stasi Brown 
 June 27, 2025
 
 
 Trustindex verifies that the original source of the review is Google. We have been with Evergreen for a couple of years, and have been extremely satisfied with Tim and his team. They are professional, trustworthy, knowledgeable, and committed to finding the best pathway to our goals, which they continue to do a great job at. We highly recommend Evergreen!
  
 
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   Priscila Hoover 
 June 20, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Our family has been working with Evergreen Financial Group for almost 5 years now, and we couldn't be happier with the knowledge and assistance this group has brought to our financial planning. Tim and his team make sure we are been lead through a successful path always looking for the most suitable options to achieve our family goals.
  
 
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   Joshua Fitch 
 May 15, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Love Evergreen Financial Group! Taking us places financially we couldn't have gotten on our own!
  
 
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   Luke Hudson 
 November 19, 2024
 
 
 Trustindex verifies that the original source of the review is Google. Working with the team at Evergreen Financial Group has been a fantastic experience. Tim and Luke bring exceptional knowledge and expertise to the table, making financial planning feel easy and approachable. Their thoroughness and professionalism are second to none. From investment strategies to practical applications, their insights have been invaluable. What stands out most is their willingness to share their knowledge openly, ensuring we feel empowered and well-informed as clients. It’s clear they genuinely care about their clients' success. We love working with the team at Evergreen Financial Group and highly recommend them to anyone looking for expert financial guidance.
  
 
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   Denise Prescott 
 November 15, 2024
 
 
 Trustindex verifies that the original source of the review is Google. I have been working with Tim for the past 7 years and can say that he is the best financial advisor I have ever had.  Not only is he well informed, but he genuinely cares about doing what is best for his clients.  I especially appreciate his patient and kind manner when explaining the more complicated aspects of my portfolio.  I highly recommend him.
  
 
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   Mary Anderson 
 November 14, 2024
 
 
 Trustindex verifies that the original source of the review is Google. I have worked with other good financial planners, but I like Evergreen because they "get" me.  They work from biblical principles to manage my resources so that I can give more to bless others and my family.  They communicate well and timely, and have added education information that's been helpful such as information on Social Security, estate planning and more.  I'm grateful to be with Evergreen.
  
 
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   gigi wolfe 
 November 7, 2024
 
 
 Trustindex verifies that the original source of the review is Google. Appreciate attention to detail.   He has lots of experience as well as  many helpful suggestions to make the best of my investments and tax situation.   Very grateful!
  
 
  
  
 
 
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All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Evergreen Financial Group gained each client’s permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.

Coordinating Your Estate Plan

We work with you to ensure your estate planning strategy is aligned with your broader financial goals, including:

Reviewing beneficiary designations

Coordinating wills and trusts with your financial accounts

Planning for tax efficiency and asset distribution

Preparing for life events and transitions

While we do not draft legal documents, we collaborate with your estate planning professionals to help ensure your plan is coordinated and clear.

Clarity for You and Your Family

A well-designed estate plan can reduce uncertainty, ease administrative burdens, and provide guidance for loved ones during difficult times. Our role is to help you bring structure, organization, and intention to the process.

Estate Planning FAQs

What is estate planning?

Estate planning is the process of organizing your assets and documenting how they should be managed and distributed in the future. It may include wills, trusts, powers of attorney, healthcare directives, and beneficiary designations.

Do I need an estate plan if I don't have significant wealth?

Yes. Estate planning is about more than money. It helps protect your family, clarify your wishes, and ensure important decisions can be made if you become unable to make them yourself.

How often should I update my estate plan?

Most estate plans should be reviewed every three to five years or after major life events such as marriage, divorce, the birth of a child, or significant financial changes.

Can estate planning help me leave a meaningful legacy?

Absolutely. Estate planning provides an opportunity to care for your loved ones while supporting the causes and organizations that reflect your values, including churches and charitable ministries.

How does estate planning fit into financial planning?

Estate planning works alongside retirement, investment, and tax planning to create a comprehensive strategy that helps protect your assets and preserve your legacy for future generations.

Find Peace of Mind for Your Estate Plan

Estate planning is an opportunity to provide direction, care, and peace of mind for the people you love. A thoughtful plan can help ensure your wishes are clearly understood and properly coordinated.

Meet with an Evergreen advisor to discuss how estate planning fits into your overall financial picture and long-term legacy.

Discuss Your Financial Future