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Generational Planning with Chatterton.

The team at Chatterton & Associates understands that being named a beneficiary in the process of estate planning can be a delicate matter. Our aim is to give you resources to help you understand what questions you might want to ask, whom you need to go to for answers and guidance and provide any assistance you may need throughout your role as beneficiary.


A Message From Our CEO

Being a beneficiary has unique advantages and challenges. Watch this quick video from Rob Chatterton to see how the team at Chatterton & Associates can assist you.

Wistia video thumbnail

Beneficiary Materials to Help Guide You

The information below is a general guide for beneficiaries to help start the conversation surrounding your role. We understand you may have unique questions and concerns related to your estate and legacy planning situation. We are happy to discuss with you at any time. Once you have read through the materials by clicking the button below, feel free to contact our office and we will set up a meeting at your earliest convenience.

Download Beneficiaries Guide


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