Comprehensive Estate Planning

Financial plans for text.

Imagine a roadmap that empowers you to leave a lasting legacy. Your money, keepsakes, and property go exactly where you want them, ensuring the people and causes you cherish are cared for.  At Domain, we believe everyone deserves this peace of mind.
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your legacy
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Less stress, more peace of mind
Life throws curveballs. Marriage, children, divorce, even moving – these moments can all impact your estate plan. Keeping your loved ones secure shouldn't be stressful. Domain takes the complexity out of estate planning, so you can focus on what truly matters.
Explore
Explore our resources and discover the essentials of estate planning. Understand what documents you need to protect your family's future.
Plan
We'll help you choose the right documents for your unique situation – from wills and trusts to healthcare directives and powers of attorney.
Safeguard
Life changes, and your plan should too. We'll guide you through updates as your life evolves and legal requirements shift.
Don't leave your legacy to chance
Estate planning planning gives you the power to decide:
Even if you're young and living it up, or haven't quite built your castle yet, an estate plan is your magic key to peace of mind. It's not about fancy houses or vast riches; it's about making sure the people and causes you love are taken care of, no matter what.
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__Who inherits your hard-earned assets?
__Who makes healthcare choices if you can't?
__Who cares for your loved ones, including furry friends?
__To minimize legal complexities and emotional burdens for your family.
__Guarantee a smooth and efficient transfer of assets.
How Domain Money works
Our flat-fee model means no assets under management (AUM) fees and no commissions.
Our focus is your financial well being. We don't push you to buy products, we only provide unbiased expert advice.
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.
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People love our approach
Hear what real clients have to say.
Aaron

Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to everybody!

Chelsea

We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.

Tyler

Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.

KB

Brian was encouraging, thorough, and understanding of my specific situation.

Eric

Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.

Tyrese

Great communication. Easy to work with. Super informative.

Nicole

Katy is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.

Jacob

Katy is tremendous. She's changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Brianna

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.

"Honestly, I was blown away."
-Rachael Millanta, Nov. 8, 2023
Two girls playing with dog
Frequently Asked Questions (FAQs):
Who inherits my assets if I don’t have a will or trust?

State intestacy laws decide, usually giving assets to your spouse, children, or closest relatives.

What’s the difference between a will and a trust?

A will directs probate assets and guardianship; a revocable living trust holds assets and distributes them privately without probate.

Who makes healthcare and financial decisions if I become incapacitated?

Without documents, state law chooses (often a spouse or child). With a healthcare proxy, advance directive, and financial power of attorney, you choose who decides.

How do I protect my children, dependents, or pets through my estate plan?

Name guardians in your will, create trusts for children or special needs dependents, and designate caregivers or pet trusts for animals.

What tax issues should I consider in estate planning?

Heirs may face estate taxes, capital gains, or income tax on inherited accounts; strategies like trusts, charitable giving, and gifting can reduce taxes.

How does Domain Money help with estate planning?

Estate planning is currently included in two of our memberships.

Strategic: We review your current estate plan, identify gaps, and make recommendations.

Comprehensive: We go further—helping you build or update wills, trusts, and powers of attorney, align beneficiaries, and integrate estate planning into your full financial picture.

Domain Money does not provide legal advice and is not a law firm. This information is for educational purposes only. Legal advice on estate planning is provided through an unaffiliated partnership.