Comprehensive Planning for Inheritance (Pay Over Time)

Receiving an inheritance can be an overwhelming experience, emotionally and financially. You become responsible for a large sum of money that could be doing a lot for you — but you’re not sure what, or how. Ellevest's financial planners can help.

Over three sessions, you’ll build a comprehensive, tax-inclusive financial plan with strategies to make the most of your new assets — like paying off debt, contributing to short-term goals, and investing toward long-term ones. Plus, you’ll get a check-in and a year of email support, so you can ask questions as they come up (because they probably will).

This session is designed for US residents only. Ellevest cannot provide business, legal, or tax advice. Ellevest offers only tax planning (not advice) in our tax-focused sessions. 

You have 6 months from the purchase date of your financial planning package with unlimited support to schedule your initial session. You have 12 months from the purchase date to schedule and use all remaining sessions in your financial planning package, and unlimited access to email support; after that, it'll expire. Click the link right from the confirmation page to schedule your session.