Founder / Managing Partner
Estate Planning in Idaho
Serving Idaho families with wills education, powers of attorney, and strategies to protect your legacy for over 35 years.
We’re more than your financial firm. We’re neighbors.
Our team lives, works, and invests in Idaho. From supporting local causes to helping Idaho families navigate major financial milestones, our commitment runs deep.
Why Estate Planning Matters
Leaving a meaningful legacy takes more than good intentions. Without a plan, the fate of your estate could be left to the courts, the government, or people who don't know your wishes. We work alongside your estate planning attorney to make sure your plan reflects what you want, and protects the people and causes you care about.
Talking to Family About Your Estate Plan is Very Important in Your Financial Plan.
Read ‘How to Talk to Your Family About Your Estate Plan’.
Estate Planning Services
Wills Education
We walk you through how different wills affect your estate, so your legal team can draft a document that truly reflects your wishes.
Powers of Attorney
A POA ensures your financial, medical, and personal decisions are carried out if you become ill or incapacitated. We help you understand how to set one up.
Choosing Executors
Your executor carries out your final wishes. We help you choose the right person, especially when minor children or guardianship are involved.
Beneficiary Designations
We review how your assets are titled and who's listed as a beneficiary, so your estate goes to the people you intend.
Minimizing Taxes and Probate
Proper planning can help reduce estate taxes, probate fees, and other costs that erode your legacy.
Protecting Estate Assets
From real estate to long-term investments, we help make sure your assets stay protected until they're properly transferred.
Distributing Your Legacy
We help align your will and estate plan so your assets go where you intend, whether that's family, charity, or both.
A Plan Protects the People You Love
Estate planning isn't solely about the paperwork. It's about making sure the people you care about aren't left guessing, or fighting, or waiting on the courts. A clear plan is one of the most direct ways to protect your family after you're gone.
Meet Your Fiduciary Financial Advisors
Alpha 3 Wealth Management is a veteran-owned firm founded on Vision, Integrity, and Purpose. Our team brings decades of combined experience serving Idaho families.
Founder / Managing Partner
Legacy Partner
Questions Every Family Should Be Able to Answer
- Do you have an up-to-date will?
- Does someone you trust have power of attorney if you're ever unable to make decisions yourself?
- Are your beneficiary designations current, or are they still pointing to an old plan?
- Have you talked with your family about who's responsible for what?
If any of these gave you pause, let's talk.
Frequently Asked Questions
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1. Do you provide legal advice or draft estate documents?
No. We're not attorneys, and we don't provide legal advice or services. We work alongside your estate planning attorney to make sure your financial and estate strategies align. Please consult a licensed attorney for your specific legal needs.
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2. I already have a will. Do I still need estate planning help?
Often, yes. A will is one piece of a plan. Beneficiary designations, powers of attorney, and how your assets are titled all matter just as much, and they're easy to let go stale over time.
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3. What happens if I don't have an estate plan?
Without one, state law decides how your assets are distributed, which may not match your wishes. It can also mean a longer, more expensive probate process for your family.
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4. How does estate planning connect to my retirement plan?
They should work together. Your retirement income strategy and your estate plan both depend on the same underlying picture: what you have, what you'll spend, and what you want to leave behind.
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5. Can you help reduce estate taxes?
We can't provide legal advice, but we work with your attorney and CPA on strategies that can help reduce estate taxes, probate costs, and other expenses that would otherwise erode what you leave behind.