Estate Consulting
Full Control Over Your Future
Everything you own should have a safe future, too – from your basic savings account, investments, 401(k), life insurance, to real estate like your house and that cottage by the lake. Who will take over when you’re gone or if you’re unable to manage your estate? Let’s create a detailed estate plan worthy of your loved ones and the assets you’ve worked for your entire life.
Our Six-Step Process
1.
Conduct initial meeting about your estate planning needs
2.
Complete questionnaire with the consulting oversight of a legal professional
3.
Review answers to questions
4.
Documents are prepared
5.
Documents are reviewed by in-house legal professional
6.
All related financial assets are updated accordingly