Estate Planning Process

What will be discussed during your initial consultation?

• The estate planning process and timeframe

• Your estate planning objectives and concerns

• Different estate planning documents including the Last Will and Testament, Durable Power of Attorney for Financial Management, Advance Care Directive, Revocable Living Trust, and advanced planning tools, if necessary

• Information about your family and personal situation

• Financial information and potential estate tax consequences

• How to provide for you and your loved ones in the event of your disability

• How to provide for your loved ones in the event of your death

• Recommendation of an estate plan that meets your needs and expectations

While not an exhaustive list, the following items can be addressed with proper estate planning:

• Avoiding probate

• Maintaining control over your assets

• Providing for management of assets in the event of your disability

• Protecting your assets from a surviving spouse’s remarriage

• Naming a guardian for minor children

• Setting up trusts for minor, disabled, or spendthrift beneficiaries

• Saving or eliminating estate taxes

• Protecting a beneficiary’s inheritance from a spouse or creditors

• Maintaining privacy

What happens after your documents are signed?

• You will receive a binder to store your original, signed documents

• We will go over any housekeeping items including guidance on updating beneficiary designations and, if applicable, transferring assets into your trust

• We are happy to assist you with any future matters or questions you may have