Comprehensive Planning for Inheritance

Receiving an inheritance is an overwhelming experience, emotionally and financially. You become responsible for a large sum of money that could be doing a lot for you — but you’re not sure what, or how. Ellevest's financial planners can help.

Over three sessions, you’ll build a comprehensive, tax-inclusive financial plan with strategies to make the most of your new assets — like paying off debt, contributing to short-term goals, and investing toward long-term ones. Plus, you’ll get a check-in and a year of email support, so you can ask questions as they come up (because they probably will).

This package is great for individuals who are expecting to receive or have already received an inheritance and need a comprehensive financial plan.

Already have a tax pro, but need a financial plan? Check out our Comprehensive Planning Package + Unlimited Support. 

Need a financial plan, but not the email support? Check out our Comprehensive Planning Package.

Not sure? Book a complimentary call to see which financial planning session is right for you.

This session is designed for US residents only. Ellevest cannot provide business, legal, or tax advice. Ellevest offers only tax planning (not advice) in our tax-focused sessions. 

You have 6 months from the purchase date of your financial planning package with unlimited support to schedule your initial session. You have 12 months from the purchase date to schedule and use all remaining sessions in your financial planning package, and unlimited access to email support; after that, it'll expire. Click the link right from the confirmation page to schedule your session.

*Discount varies by client type. Here’s how to apply your client discount. Not an Ellevest client? Learn more.