The Importance of an Estate Plan
Once you start owning financial-related assets – a savings or investment account, 401(k), life insurance, or real estate – you need to make decisions about who will receive those things when you pass away or become incapacitated. Without an estate plan, you are leaving your loved ones to fend for themselves and to make the difficult decisions while guessing at what you might have wanted for yourself.
Benefits of Estate Consulting
– A consultative process to develop the estate planning items you need, run by someone with a legal background.
– Receive oversight and guidance from step one of the process all the way to completion.
– Easy-to-follow instructions at each step. Technology powered with human oversight.
– Simple process to gather your important information: we send you a link, you complete a questionnaire, we monitor your progress and are notified of updates, and then we work together to go over it.
– We review all of your items and address any follow-up questions before we get into drafting the documents.
– Documents are drafted and reviewed with you to help you understand exactly what has been created.
– We help you make all the necessary changes to your estate-related documents and/or entities, as needed.
– And for our wealth management clients, we work with our wealth management team to assist with any necessary updates to your investment documents and/or materials.
For those with more complicated estates, including international and/or for those who need legal guidance, contact us about our Comprehensive offering.
Our Six-Step Process
Conduct initial meeting about your estate planning needs
Complete questionnaire with the consulting oversight of a legal professional
Review answers to questions
Documents are prepared
Documents are reviewed by in-house legal professional
All related financial assets are updated accordingly