Protect Your Legacy With Confidence
Estate planning is about more than wealth transfer—it’s about aligning your assets, intentions, and impact. At Diesslin Group, we help you create a clear, customized strategy that secures your legacy and reflects your values.

Comprehensive, Coordinated Estate Strategy.
Whether you’re structuring trusts, updating beneficiaries, or building a charitable legacy, we help you design an estate plan that honors your wishes and protects your wealth.
Estate Assessment
Review and analysis of current estate documents
Organization
Alignment of wills, trusts, and titling with your goals
Working Together
Collaboration with estate attorneys and family members

Clarity. Coordination. Confidence.
We help you organize and articulate your wishes, then structure a financial plan that carries them out effectively and efficiently—whether your estate is simple or complex.
-
We begin by understanding your family structure and legacy vision.
-
We review your assets and coordinate beneficiaries.
-
Showing you long-term modeling of estate distribution and tax impact.
-
We support you in the implementation and regular updates.

Legacy Planning Without the Guesswork.
Our fiduciary role means we serve only your best interests—free from commissions or conflicts. We focus on simplifying complex strategies and keeping your estate plan aligned with your broader financial goals.
Fee-only structure, no product sales
Experienced in multigenerational wealth and governance
Coordination across advisors, legal teams, and family members

Your Legacy Deserves More Than a Document.
We help you build a living, evolving estate strategy that supports your family and reflects your values.
100% Fee-Only Fiduciary Advice | Personalized | Comprehensive Wealth Management | Proactive, Long-Term Financial Planning