Two generations to care for. You don't have to do it all.
KINA ESTATE PLANNING PARTNERS
Better together. For the families we serve.
Kina works with estate-planning attorneys to help families organize their financial lives. Our dedicated specialists handle the information gathering and follow-through, while your firm provides the legal expertise.
WHY WE BUILT KINA TOGETHER
As we worked with moms and their families, one concern kept coming up: they knew they should understand more about their aging parents' finances, but didn't know where to begin.
Many had been meaning to have these conversations for years. Between raising their own children, managing work, and everyday life, it was one more responsibility they kept putting off.
We work directly with parents, at their pace and in their preferred language, to gather and document the financial details their families may someday need.
A NATURAL PARTNERSHIP
Your firm
Provides estate-planning and legal guidance to help families prepare for the future.
Kina
A specialist who works directly with families and their aging parents for 6 months in their native language to gather and organize their financial information, including accounts, properties, business operations, and important contacts.
Together, we help families feel more prepared for whatever comes next.
SEE THE DIFFERENCE
A complete picture for the families you serve.
After working with Kina, families have an organized place to understand their accounts, recurring bills, properties, business operations, insurance, documents, and key contacts, with parents in control of what they share and the ability to keep information up to date.
Parents control what they share
Granular permission settings for each family member
Can be updated over time
As accounts, properties and circumstances change
Supports multigenerational families
Keep everyone informed and prepared
A TWO-WAY PARTNERSHIP
More support for your clients.
More opportunities for your practice.
1
We connect families with you.
As Kina works with families, we may uncover a need for estate planning, trust updates, or other legal guidance. With their permission, we can connect them with trusted legal professionals.
2
You introduce families to Kina.
When your clients need help organizing their financial information, we take ownership of the process, from speaking with them in their preferred language to gathering the details and following up.
Designed for families, including Chinese- and Korean-speaking households.
A simple, seamless referral process.
Kina and your firm work independently, each focusing on what we do best to support families.
