Download Estate Planning Organizer – Free Download
Estate Planning can be a daunting task, but our goal is to make it as simple as possible – Download Estate Planning Organizer!
When it comes to Estate Planning there is no one size fits all, but the first step is always the same. Start by creating a list of all assets and use our free Estate Planning Organizer to keep everything together in one place. Having a complete list of all assets such as homes, vehicles, boats, and other physical property as well as all intangible assets such as bank accounts and retirement accounts will make sure you don’t miss anything. Take your time during this part of the process to ensure you are not overlooking anything!
What does the Estate Planning process look like?
We provide the services of estate planning for our clients. First, we listen carefully to what a person wishes for the transfer of assets after they are gone. Then the documents are prepared using information we received from our clients and make a custom designed written plan for their estate. A one size fits all approach does not work for estate planning.
Please call our office to set an appointment to discuss your estate planning objectives. We can discuss fees for estate planning services at that time. If you choose not to utilize our services in the creation and implementation of your estate plan, there will be no cost or obligation on your part for our initial meeting.
It is recommended that you contact our office directly or request our Download Estate Planning Organizer & Questionnaire Forms prior to your appointment. The estate planning questionnaire provides a place for you to list your assets and identify your beneficiaries so that enough information will be available to get an overview of your estate planning needs, desires, tax requirements, beneficiary information and your distribution plan.
Want to hear from other clients we have worked with?
