Trusts and Estates

It all begins with a goal, as most significant endeavors do. After setting a long-term target that aligns with your family’s needs, we analyze your existing estate plan to ensure it meets your objectives. Our goal is to ensure your estate planning is comprehensive, tax-efficient, and secure. We utilize advanced technology and research to assess all client assets and options.

At White Sand Wealth Management, earning your trust is paramount.

We build our relationship with you through transparent communication and unwavering integrity. Our advisors are committed to offering personalized service, taking the time to understand your unique estate planning needs and goals. We adhere to a fiduciary standard, ensuring that all recommendations and decisions are made in the best interest of you and your beneficiaries. This dedication to trust and transparency forms the cornerstone of our practice, enabling us to become your reliable partner in trusts and estates management.

If you have combined assets of $100,000 or more, click below to schedule an initial consultation.

Give us a call at 816.429.6743

Personalized Trust and Estate Planning

At White Sand Wealth Management, personalized trust and estates planning is at the heart of what we do. We believe that each client is unique, with individual financial goals, family dynamics, and legacy aspirations. 

Our personalized approach ensures that your estate plan is tailor-made to fit your specific circumstances and objectives. By understanding your financial situation and family needs in depth, we can create a comprehensive strategy that aligns with your goals and secures your legacy. 

Once your personalized trust and estate plan is in place, our team of experienced advisors will continuously monitor and adjust it as needed. Legal and financial landscapes are ever-changing, and your estate plan must be adaptable to respond to new opportunities and challenges. Through regular reviews and ongoing communication, we ensure that your estate strategy remains aligned with your goals. At White Sand Wealth Management, we don’t just manage your assets; we partner with you to protect and preserve your legacy for a sustainable financial future.

Estate Plan Analysis

We begin by conducting an in-depth analysis of your estate planning objectives. Understanding your long-term and short-term goals is crucial to developing a roadmap for your financial legacy. After evaluating your current estate plan, we identify any gaps or areas requiring adjustment to ensure alignment with your aspirations. Our comprehensive estate planning process includes assessing your current assets to ensure your heirs can bypass probate process and minimize your taxable estate.

Our approach is comprehensive, leveraging a broad spectrum of planning options. By prioritizing asset protection and tax efficiency, including considerations for estate and income tax liability, we aim to safeguard your estate, ensuring it remains robust and resilient, no matter the economic environment. At White Sand Wealth Management, your goals are our goals, and we are dedicated to guiding you towards achieving them.

Trust and Estate Management

After the initial evaluation, our experienced advisors collaborate with you and an estate planning attorney to create a personalized estate plan. White Sand, along with our trust partners, can continue to work with your heirs or we can assist family members with the eventual trust and estate management at your death.

During your life, we continually review and update your plan as necessary, ensuring it stays aligned with your goals and is responsive to changing circumstances. At White Sand Wealth Management, we are dedicated to providing expert guidance and proactive management, empowering you to secure a successful and lasting legacy.

Give us a call at 816.429.6743

Why Choose
White Sand Wealth Management?

Opting for White Sand Wealth Management means choosing a partner deeply committed to your financial success. Our team offers extensive estate planning expertise and personalized service that truly sets us apart. With a strong fiduciary standard, we ensure all our recommendations prioritize your best interests. We aim to foster a long-term relationship built on trust, transparency, and mutual respect.

At White Sand Wealth Management, we manage more than just your assets; we are your partners in your entire financial journey, including Trust & Estate Management, working towards a sustainable and prosperous future.

If you’re ready to advance towards your financial objectives, we invite you to schedule an initial consultation with our expert team.

If you have combined assets of $100,000 or more, click below to schedule an initial consultation.

Ready to turn your financial vision into a reality?

Let’s Talk.


Proudly Providing Trust and Estate Services to the Kansas City Metro Area: Blue Springs, Excelsior Springs, Gladstone, Lee’s Summit, Liberty, North Kansas City, Parkville, Platte City, Pleasant Valley, Riverside, & Smithville.