Estate Reviews

The Camelot Team has an on-staff estate planning attorney to help align your client's investment portfolio with their estate desires. By acting as a third party intermediary, rather than the professional drafting documents,  our Estate Planner can offer unbiased advice for times when gaps arise between a client's existing estate plan and their desired outcomes.

Clients and Advisors are able to rely on this resource at no additional expense - just one example of our commitment to comprehensive planning.