Let’s Help You Get Your Estate in Order

Our approach to estate planning is modern, intuitive and personalized to your needs.

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Get peace of mind with an estate plan in place.

From ensuring your healthcare and end of life wishes are respected to establishing how loved ones are cared for and directing where your things go after you pass, having a comprehensive estate plan in place is essential.

An estate plan helps you care for…

Your family

Designate a guardian for your child in the event of a catastrophe.

Your health

Nominate a person you trust to make healthcare decisions on your behalf.

Your finances

Appoint someone you trust to handle bank and retirement accounts.

Your legacy

Continue to support the causes that mean the most to you.

Your pets

Don’t leave your pet without a safe home and trusted guardian if you can’t care for them.

Your possessions

Ensure the things you care about most go to those who’ll cherish them.

Estate Planning

Estate

$4,000

Estate planning for individuals.

(3 Meetings)

Distribution Strategy

Estate Checklist

Beneficiary Review

Estate Plan Analysis

Establish / Review Will

Establish / Review Living Trust

Establish / Review Power of Attorney

Establish / Review Advance Health Care Directive

Establish / Review HIPAA Release

Deed Transfer Assistance*

Legacy Planning

Charitable Gifting Strategy

Guardianship Nomination

Get Started

Here’s what our clients are saying.

  • ⭐⭐⭐⭐⭐

    “Alex is, quite simply, the financial planner you want on your side. He and Rosa continue to go to great lengths to ensure that I am comfortable, supported, educated and making smart financial decisions. He strikes the perfect balance between protecting my assets and empowering me to do more. If you experience a big financial event, whatever that might be, Alex should be your first call.”

    Ali L.

  • ⭐⭐⭐⭐⭐

    “I've worked with Alex and his team for 20 years, and am always impressed by their consummate professionalism, astute advice, ability to explain and teach me about financial matters, and most importantly, their trustworthiness. They treat their clients like family!”

    Andrea P.

  • ⭐⭐⭐⭐⭐

    “I cannot begin to tell you how incredibly wise, competent and generous this financial advisor is, Alex Chalekian. We have had a top-notch experience at Lake Avenue Financial and completely trust Alex and his team to handle our family's finances. Working with money and finances can be extremely stressful and he has made our life so much easier by his effective, comprehensive and supportive counsel.”

    Carla S.

  • ⭐⭐⭐⭐⭐

    “Alex and Rosa have taken care of me for several years now and have patiently walked me through all the financial pros and cons to navigating and updating all the electronic data management. A wonderful family owned business who adopts their clients.”

    Patricia K.

  • ⭐⭐⭐⭐⭐

    “This financial practice is ‘la creme de la creme’! Excellent customer service, topped only by extraordinary competence and deep knowledge of the industry. Don’t be fooled by Alex Chalekian’s youth; his wealth of knowledge along with great listening skills confirms that you are in good hands. Rosa Chalekian, makes certain that everything and everyone is perfect! I could not have found a better financial firm.”

    Andrea M.

  • ⭐⭐⭐⭐⭐

    “I’ve been working with Alex and his team for the last few years and everything has been first class. I would recommend them to anyone who is looking for a financial planner.”

    Silvia V.

  • ⭐⭐⭐⭐⭐

    “Alex, Rosa, and their team have been wonderful to work with. I have peace of mind knowing my financial portfolio is being handled with care. They're always available to answer any questions or concerns I may have while keeping my best interests at the forefront. It's nice to have an advisor who listens to what matters to me and gives me guidance on how to proceed confidently.”

    Shabana S.

  • ⭐⭐⭐⭐⭐

    “We have enjoyed working with the team at Lake Avenue Financial on our retirement plan.”

    Elizabeth T.

Disclaimer

Is estate planning for me?

  • Whether you're setting up your healthcare directive, ensuring your pet’s ongoing care or making a legacy donation, there’s more to estate planning than inheritance.

  • Whether you have $3,000 or $3,000,000, no one but you should decide what to do with your assets.

  • No one can predict the future. If something were to happen to you, who would you trust with your legacy?

  • Unfortunately, death is an unavoidable part of life. We might not be able to control when we die, but an estate plan gives you a say in the process.

  • It’s not always about the money. If you have a family heirloom, a special collection, or anything that holds sentimental value, you want it to go to someone who’ll cherish it.

  • We know that having conversations with family members about death and aging can be tough, but setting up an estate plan helps everyone get on the same page, avoiding family disputes down the road. We'll be here to guide you.

Are you ready to get your estate in order?

I'm Ready!

* We will assist with the deed transfer for real property, but there are additional one time charges for each property filing.