ESTATE PLANNING SERVICES

Through our partnership with Trust & Will, we are proud to offer Estate Planning services for all of our clients.

ESTATE PLANNING STEPS

  1. Appointment Prep: You will receive the Estate Planning Appointment Guide to complete, so you are prepared for the first appointment.
  2. Data Input Appointment: We will ask you questions and guide you through creating the basis of your estate plan.
  3. Document Creation (approx. 2 weeks): Your estate planning package will be sent to our office to be reviewed, signed, and notarized. In unique situations, you may want to speak with an attorney, and we can coordinate that discussion through our partners at Trust & Will for an added fee.
  4. Execution and Funding: We will work with you to make sure your estate plan is executed and funded.