The LifeStep Process^™

With the advisor’s go-ahead, Westward refines the strategy and calculates the benefits that the client can achieve.

We investigate all the options and recommend an estate plan based on each client’s unique situation and their business, personal and wealth transfer goals. If you, the advisor, agrees that the strategy offers significant benefits, we can then present the plan to you and your client.

Our tax experts design a strategy to be cash flow positive in the shortest amount of time possible, delivers steadily increasing personal tax recovery throughout the client’s lifetime, and guarantees that beneficiaries will have the cash on hand to pay the estate tax.

• Provide a detailed report that covers how the strategy works, the results it’s projected to achieve, and schedules to support our recommendation
• Each strategy designed to complement the client’s overall personal and corporate tax plan
• A strategy can usually be developed within three weeks
• Advisor’s billable hours for help developing the strategy are paid by Westward on a non-contingent basis