Estate Planning Coordination

Collaboration with estate attorneys to structure trusts, coordinate beneficiaries, and develop wealth transfer strategies that align with your legacy goals.

Schedule Consultation Call (434) 979-4822

Opens today at 8 AM

408 E Market St # 202 · Parking: Metered street parking and public garages nearby in downtown Charlottesville

$500M+

Assets Under Management

20+

Years Estate Planning Experience

150+

Estate Plans Coordinated

Fiduciary

Legal Obligation to Your Best Interest

Ensure Your Legacy Plan Actually Works

Seamless Legal and Financial Alignment

We coordinate directly with your estate attorney so your legal documents and financial accounts work together perfectly—no gaps, no conflicts, no surprises.

Minimize Estate and Gift Taxes

Strategic wealth transfer planning that takes full advantage of exemptions, step-up basis, and advanced techniques to keep more wealth in your family.

Protect Your Legacy

Ensure your wealth passes to your loved ones exactly as you intend, with proper trust structures, beneficiary coordination, and ongoing oversight as laws and circumstances change.

Peace of Mind for Your Family

Remove the burden from your heirs by ensuring every account, policy, and asset is properly structured and documented—reducing conflict and settlement time when it matters most.

Jason Statuta

Managing Director, Wealth Advisor

Jason Statuta is the Managing Director and Wealth Advisor at Petrichor Wealth Management, a fee-only fiduciary advisory firm he founded in Charlottesville, Virginia. Jason specializes in comprehensive financial planning for individuals and families navigating complex life transitions, including retirement, education funding, tax strategy, and estate coordination. His approach emphasizes transparency, long-term relationships, and objective advice free from commissions or conflicts of interest.

What People Are Saying

★ ★ ★ ★ ★

“Petrichor coordinated our estate planning with our attorney and caught several issues—our IRA beneficiaries didn't match our trust documents, and our vacation property wasn't titled correctly. They fixed everything and gave us a clear explanation of how our wealth will transfer. Worth every penny for the peace of mind.”

— Michael R.

★ ★ ★ ★ ★

“After my husband passed, I discovered our estate plan was never properly implemented—the trust was empty and everything went through probate. When I remarried, Petrichor made sure that wouldn't happen again. They coordinated with our attorney, funded our trusts properly, and created a plan that protects both my kids and my new husband. Finally feels like everything is buttoned up.”

— Susan T.

★ ★ ★ ★ ★

“We wanted to transfer our business to our son while minimizing taxes. Petrichor worked with our estate attorney to set up a GRAT and coordinated the whole implementation—valuation, funding, ongoing management. Three years in and we've already transferred significant value outside our estate while keeping income. Sophisticated planning executed flawlessly.”

— James and Linda K.