HARVEST INVESTMENT SERVICES  ·  ANNA M. DUJAN, IAR

Estate Planning Is About
More Than Documents

It’s about making intentional decisions today — to protect your family, preserve your wealth, and ensure your wishes are honored.
Start the Conversation
Estate planning consultation meeting
INDIANAPOLIS, IN

A Coordinated Approach to Estate Planning

At Harvest Investment Services, we help individuals and families in Indianapolis and across the country coordinate the financial side of their estate plans. We work alongside your attorney and tax professionals to ensure everything is aligned, organized, and built around your goals.
Estate planning is not just for high-net-worth individuals — it’s for anyone who wants clarity, confidence, and peace of mind about the future. Whether you’re creating a plan for the first time or reviewing an existing one, we help simplify the process and walk alongside you every step of the way.
WHY IT MATTERS

A Well-Structured Estate Plan Helps You

  • Control how your assets are distributed to those you love
  • Protect your loved ones and minimize stress for your family
  • Prepare for incapacity or unexpected life events
  • Keep beneficiary designations and account ownership properly aligned
  • Support charitable giving and the legacy you want to leave
  • Reduce potential estate taxes and administrative complications
WHAT WE HELP COORDINATE

Estate Planning Services

While we do not provide legal advice, we play a key role in organizing and aligning the financial components of your estate plan.

Beneficiary & Account Titling Review

We review retirement accounts, investment accounts, insurance policies, and bank accounts to ensure designations and ownership structures match your intentions.

Financial Plan & Estate Plan Alignment

Your estate plan should reflect your broader financial goals. We connect your plan with retirement income strategies, tax considerations, and long-term objectives.

Coordination with Attorneys & CPAs

We collaborate with your estate attorney and tax advisor to help ensure your plan is cohesive and properly implemented — not siloed.

Organization of Financial Information

We help you build a clear, structured inventory of your financial life — making it easier for your loved ones to navigate when it matters most.

Ongoing Estate Plan Reviews

Life changes, and so should your plan. We help review and update your estate strategy as your circumstances evolve over time.

Charitable & Legacy Planning

We help align your giving intentions with your broader financial plan — including trusts, donor-advised funds, and multi-generational strategies.

ARE THERE GAPS IN YOUR PLAN?

Common Gaps We Help Uncover

Many people already have some documents in place — but there are often hidden gaps. You may benefit from a review if:
  • Your will or trust hasn’t been updated in three or more years
  • Your beneficiary designations don’t match your current intentions
  • You’ve experienced a major life change — marriage, divorce, inheritance, or retirement
  • You’re unsure how your accounts will actually transfer
  • Your financial advisor, CPA, and attorney aren’t coordinating together
  • You don’t have a clear inventory of your assets
The risk is not always the absence of a plan — it’s fragmentation within it.
Anna Dujan with client
OUR APPROACH

Thoughtful. Coordinated. Personalized.

We take the time to understand your goals, identify gaps or inconsistencies, and help bring all aspects of your financial life together. By working closely with your professional team, we help ensure your estate plan is not only in place — but functioning as intended.
Based in Indianapolis, IN, we serve individuals, families, and business owners who want a more coordinated and proactive approach to estate planning.
LET’S CONNECT

Start Your Estate Planning Conversation

If you’d like to review your estate plan — or better understand how it fits into your financial strategy — we’re here to help. There’s no obligation, just a straightforward conversation.

Schedule a Complimentary Review

Whether you’re starting fresh or would like a second opinion on an existing plan, we’d welcome the opportunity to connect.

(317) 520-8294  |  adujan@harvestinvestmentservices.com