Establish & Review Documents: We will help you understand what legal documents and strategies are available like wills, POAs, trusts, Health Care POA etc. We will help plan and review your documents and work with estate attorneys to make sure your plan is lined up with your wishes.
Review Beneficiary Designations:We will help make sure that your accounts and assets are properly titled and have correct beneficiary information. We take a proactive look at life changes, from marriages, births, deaths and divorce to make sure your goals are met.
Other Estate Concerns: We work collaboratively with estate attorneys to address any other concerns and end of life wishes, protection of heirs & children, and developing roles and responsibilities of executors and trustees.