Estate planning is more than documents—it’s about protecting what matters most. Our Wealth & Trust team helps you create a plan that reflects your values, supports your family and brings clarity to the future.
Estate Planning
A Thoughtful Approach to Estate Planning
Whether you’re building your wealth, planning for retirement or preparing to pass assets to the next generation, estate planning plays a critical role in your financial future.
At Extraco, we take a personalized approach—working closely with you, your family and your advisors to develop strategies that align with your goals.
As Your Life Evolves, Your Plan Should Too
Estate planning helps bring clarity and confidence to some of life’s most important decisions.
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Protect Your Assets
Help safeguard your wealth from unnecessary risk and taxes.
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Care for Your Loved Ones
Ensure your family is supported according to your wishes.
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Create a Lasting Legacy
Pass on more than wealth—pass on your values.
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Simplify the Complex
Bring clarity to legal, financial and generational planning.
Plan Today. Protect Tomorrow. Leave a Lasting Legacy.
Estate planning is more than documents—it’s about protecting what matters most. Our Wealth & Trust team helps you create a plan that reflects your values, supports your family and brings clarity to the future.
Estate Planning Services Designed Around You
We offer personalized guidance to help you plan for the future, protect what you’ve built and carry out your wishes with confidence.
Estate Planning Strategies
Develop a customized plan that reflects your financial goals, family dynamics and long-term vision.
Trust Services
Establish and manage trusts to help protect assets, minimize taxes and ensure your wishes are carried out.
Wealth Transfer Planning
Create efficient strategies for passing wealth to future generations.
Executor and Trustee Services
Provide professional oversight and administration to help reduce the burden on your family.
Charitable Giving Strategies
Incorporate philanthropy into your plan while maximizing potential tax advantages.
Business Succession Planning
Prepare for a smooth transition of ownership and leadership.
Estate Settlement Support
Guide your family through the estate administration process with clarity and care.
Local Guidance. Trusted Experience.
With deep roots in Central Texas, we combine personal relationships with professional expertise. Our team works alongside your attorney, CPA and financial advisors to ensure every piece of your plan works together seamlessly.
We’re here to help you navigate important decisions with clarity, care and a plan built around your goals.
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Over 120 Years Serving Texas Families
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Local Decision-Making
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Dedicated Wealth & Trust Team
Planning for Every Stage of Life
Estate planning needs can look different from one family or business to the next. We help clients navigate a wide range of goals and life stages.
Individuals and Families
Build a plan that helps protect your loved ones and carry out your wishes.
Business Owners
Prepare for ownership transitions and align your personal and business planning.
High-Net-Worth Households
Explore strategies designed to help manage complexity, preserve wealth and support long-term goals.
Multi-Generational Families
Create a thoughtful plan for transferring wealth, values and responsibility across generations.
Connect with a Wealth & Trust Advisor
At Extraco Wealth & Trust, our advisors are dedicated to excellence, offering premier solutions for fiduciary services and portfolio management. We provide personalized attention, leveraging our resources, knowledge and experience to meet your family's financial challenges.
