Survivor Assistance – Service List
Estate Plan Implementation
Navigate the process with ease
Help ensure your wishes are honored
Re-evaluation of Survivors' Financial Plans
Adjust financial strategies post-event
Plan for the future with confidence
Insurance Claim Assistance
Guidance with life insurance death benefit claims
Review of tax or options expectation so beneficiary is prepared and has a plan
Federal and State Estate Tax Support
Guidance on rules dependent on account type
Outline state specific rules and what taxes to expect
Asset Re-Titling and Financial Support
Reorganize assets efficiently
Resource who is familiar with client history and can reset beneficiary’s strategy and financial plan based on their unique needs
Personal Banking and Account Balancing Support
Bank account research and analysis support
Emergency and cash flow recommendations
A long history of providing honest, compassionate, and informative service. Read what our clients are saying.
All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Contact us today to learn more
Fill out this form for a complimentary consultation and let the journey begin.
The Smith Anglin team will help you...
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Evaluate your goals
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Review your investment portfolio
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Build and optimize a legacy plan
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Live by design rather than default
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Contact Us
14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
Check the background of this practice on FINRA's BrokerCheck.
About Smith Anglin Financial
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org