Can Secfi help me with estate planning, establishing a trust or college fund for kids, etc?

Yes, we can assist you with the planning aspects of estate planning, trust establishment, and college fund preparation.

While we can provide valuable guidance and recommendations for estate planning, trust establishment and college fund preparation, it's important to note that the actual documentation and legal requirements for establishing trusts or estate documents should be handled by an attorney. We can coordinate with a legal professional to make the process as seamless and straightforward as possible for you.