Estate Planning & Wealth Transfer
Estate planning is more than managing documents—it’s about preserving your values, protecting your family, and passing on your wealth with intention. At Servus Capital Management, we provide purpose-driven estate and legacy planning for families across Lynchburg, Forest, Bedford County, and the Central Virginia region.
We work closely with your estate attorney to design coordinated, tax-efficient strategies that reflect your goals, strengthen your legacy, and honor the purpose God has placed on your life. Whether you’re planning for your children, supporting a dependent with special needs, or defining your charitable impact, we help ensure your wealth is transferred with clarity, compassion, and stewardship.
Our Estate Planning & Wealth Transfer Services
Efficient Wealth Transfer
We design estate strategies that ensure your assets pass smoothly and efficiently to your heirs and charitable causes, minimizing complexity and preparing your family for a seamless transition.
Probate Avoidance
Through intentional structuring of ownership, titling, and beneficiary designations, we help reduce the delays, costs, and stress associated with probate—protecting your family during an already emotional time.
Legal Coordination
Your estate plan only works if every part is aligned. We collaborate directly with your estate attorney to coordinate your wills, trusts, and all beneficiary designations across investment, retirement, and insurance accounts.
Family Needs Planning
Every family is unique. We build strategies for blended families, multi-generational households, and loved ones with special needs—ensuring long-term care, financial stability, and compassionate planning.
Inheritance Tax Management
We help manage estate, inheritance, and income taxes associated with passing assets to the next generation, so more of your wealth supports your family and the mission you care about.
Defining Your Legacy
Your legacy is more than assets—it’s the values you leave behind. We help you define your philanthropic vision and establish a clear family mission for how wealth should be used, shared, and stewarded.
Family Communication
Healthy communication prevents future conflict. We facilitate intergenerational conversations about wealth, purpose, stewardship, and expectations—helping your family stay united as they carry your legacy forward.
Our Vision
“At Servus Capital Management, our mission is to help people achieve the purpose and plan that God has for their life. Estate planning is an act of stewardship—ensuring your values, resources, and vision continue across generations.”
—
Allan Malina, Founder
From the Podcast
When it comes to Estate Planning & Wealth Transfer, you need clarity that protects your family, preserves your assets, and ensures your legacy is passed on exactly as you intend.
What’s My Number? Estate Planning Edition
In this episode, Allan moves from political gridlock and short-term market noise to the deeper question of how families prepare for the future with intention. He explains why estate planning isn’t just for the wealthy — it’s for anyone who wants clarity, privacy, and a structured legacy. By breaking down essentials like updated beneficiary designations, revocable living trusts, and the strategic use of insurance for liquidity and balanced inheritances, he shows how purposeful planning protects the people and priorities that matter most.
If you want to turn your estate plan from accidental to intentional, this episode offers a clear and meaningful place to start.
Looking Over the Horizon: Managing Fear, Building Strategy & Getting Estate Planning Right
In this episode, Allan helps listeners move from fear to clarity by pairing a disciplined investment strategy with the essential protections of thoughtful estate planning. He explains how dynamic asset allocation and a quantitative framework guide investors through shifting markets—especially as tech weakens and inflation-sensitive sectors strengthen. With guest attorney Rich Gilman (“The Law Dog”), the conversation turns to why many families outgrow a simple will, when a revocable living trust offers better control and privacy, and how to avoid probate and protect decision-making during incapacity.
If you want a calm, structured approach to both investing and estate planning, this episode offers clear direction anchored in purpose.
Looking Over the Horizon: How to Face Market Fear & Pre-Plan What Matters Most
In this episode, Allan shows how disciplined preparation—both financially and personally—turns fear into confidence. He explains how dynamic asset allocation and the QPM model guide investors through inflation, shifting leadership, and rising uncertainty without relying on emotion. Then, with guest Paul Whitten of Whitten Funeral Homes, he highlights why pre-planning final arrangements is one of the most overlooked acts of stewardship, protecting families from stress, conflict, and financial pressure.
If you want clarity and confidence in both your financial strategy and your family planning, this episode offers a grounded, purpose-driven path forward.
Faith, Purpose & Financial Health
Your legacy is a reflection of your life’s purpose. By aligning your estate strategy with your faith and values, we help ensure your wealth serves others, strengthens your family, and continues your mission for years to come.
Why Choose Us for Estate Planning & Wealth Transfer
Purpose-Driven Guidance
Your values—not just your assets—shape your plan.
Fiduciary Collaboration
We work directly with your attorney, CPA, and other professionals to ensure every detail aligns.
Holistic Family Support
Estate, tax, retirement, and investment planning all integrate into one cohesive strategy.
Transparent, Fee-Only Model
No commissions. No conflicts. Just client-first guidance.
Compassionate Partnership
We walk with you and your family—helping you design a legacy built on stewardship, clarity, and purpose.
Preserve Your Wealth. Protect Your Family. Live Your Legacy.
Estate planning ensures your resources support the people and mission that matter most. We help you design a plan rooted in faith, clarity, and stewardship—so your legacy continues with purpose through every generation.
