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We offer our estate planning services to ensure your plans are set up in a clear and concise manner. We work with you to ensure that your wishes are carried out and that your dependents and loved ones will have a smooth transition.

We recommend an annual checkup and we will help you develop these plans which may include:

  • A document detailing all personal and financial information and contact for each company/professional you have dealings with (includes funeral arrangements)

  • A summary of all current values in your investment accounts and insurance policies

  • Your net worth statement

  • Ensuring your important documents up to date, i.e – wills, POAs, representation agreements

For pricing on our estate planning services: