Estate Planning
START THE PROCESS FOR THE
ESTATE PLAN THAT'S RIGHT FOR YOU
All of our services start with a complimentary call
GUARDIANSHIP
FOR PARENTS WITH MINOR CHILDREN WHO AREN'T READY TO CREATE A WILL/TRUST
WILL & LAST TESTAMENT
PERFECT FOR SINGLE OR MARRIED INDIVIDUALS. A WRITTEN PLAN FOR WHAT SHOULD HAPPEN TO YOUR ASSETS & WHO WILL LOOK AFTER YOUR CHILDREN, IF SOMETHING HAPPENS TO YOU OR YOUR SPOUSE.
TRUST
AVOID PROBATE WITH ALL THE DOCUMENTS NEEDED TO PROTECT AND TRANSFER THE THINGS THAT MATTER MOST TO YOU.
The Process
1
initial discussion
An easy to understand discussion to find out what type of Estate Plan is the best fit for your situation
2
questionnaire
Start filling out an Estate Planning Questionnaire at your pace to start thinking about the important decisions that will make up your Estate Plan
3
final decisions
Set up a meeting to discuss and review all final decisions.
4
Document creation
Your plan will be built and reviewed by estate planning experts: A Certified Estate Planner and a local attorney in each estate.
5
execution OF documents
You'll sign and date your documents in the presence of a notary public. A hard copy and digital copies of documents are provided.