Client Centered
Estate planning is about making sure your legacy is protected, which is why we take our work so seriously.
By focusing on the financial aspects of the process, our team can provide the support you need to lay the groundwork of a new estate plan, revise an existing one, or advise on any of your related concerns.
Simplifying Estate Planning
We start by getting all the essential information to help form a complete picture of your life and assets.
Below, you’ll find examples of the most commonly reviewed information in creating your estate plan.
Family and beneficiaries - This includes a close look at the names, relationships, and ages of those closest to you. We'll ask about your property settlements, marriage records, and financial agreements.
Assets and liabilities - We will calculate the estimated value of your assets and take into account any liabilities you may have.
Your health - Information on your current health status is also a factor in estate planning, as well as that of any beneficiaries. We'll even take into consideration the average life spans of your ancestors.
Other existing estate plans - Our team will look at copies of any existing wills, along with documentation of other contracts concerning the disposition of assets.
Your personal goals - Ultimately, our aim is to put your priorities first, which is why any hopes, purposes, or objectives you have for your estate, or your beneficiaries will be a top concern throughout the entire process