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: