Estate & Legacy

Kansas City Estate Planning & Legacy Management

Your legacy is important to you. You want to leave behind a positive impact on the world, and we want to make sure you do just that! We also want to make sure you have all of your necessary estate documents in place. Our Team works with you and your estate planning attorney to ensure your plan is on track. We won’t just work with you, but your younger generations, older generations and extended family.

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Estate Management Services

Plan Creation & Implementation

We all know we need an estate plan, but most of us

never take the first step because the task seems daunting. That’s where we come in!

Estate Settlement / Transfer

Transferring control of inherited accounts from an estate is often confusing to your beneficiaries. We can simplify.

Philanthropic Management

Philanthropy can assist in managing tax strategies, while simultaneously making a positive impact on charitable organizations you are passionate about.

Asset Titling & Beneficiaries

Already have estate documents? Proper asset titling and beneficiary designation helps ensure your estate will transfer according to your wishes.

Multi-Generational Objectives

Ensure your loved ones are set up for success, even after you’re gone. You’ve worked hard to improve their lives; Let us extend the tradition.

Corporate Trustee Services

A corporate trustee, working in conjunction with

Buttonwood Financial Group, brings a personal touch, objectivity, and professional resources.

Frequently Asked Questions About Estate Planning

  • Does Buttonwood draft wills and trusts?

    No — legal documents are drafted by your estate planning attorney. We work alongside you and your attorney to develop the strategy behind the documents, then handle implementation: making sure accounts, titling, and beneficiaries actually match the plan.

  • What estate and legacy services do you provide?

    Plan creation and implementation, estate settlement and transfer, philanthropic management, asset titling and beneficiary reviews, multi-generational objectives, and corporate trustee services — coordinated across younger generations, older generations, and extended family.

  • Why do asset titling and beneficiary designations matter so much?

    Because they override good intentions. Out-of-date beneficiaries or incorrectly titled assets can send wealth to the wrong place regardless of what your will says. We review both regularly so your assets transfer according to your wishes.

  • Can Buttonwood help settle a loved one's estate?

    Yes. Settling an estate while grieving is overwhelming, and transferring inherited accounts to beneficiaries involves more steps than most families expect. We simplify the process and handle the coordination so you can focus on your family.

  • What are corporate trustee services?

    A corporate trustee administers a trust with objectivity, continuity, and professional resources — useful when naming a family member would create burden or conflict. Working in conjunction with Buttonwood, it combines that professionalism with the personal touch of a team that knows your family.

Finances Can Be Complicated

It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes.


The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals.

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Ready to Talk?

Are you ready to explore the benefits of your very own CFO? Schedule a Conversation Today!

LET'S TALK