Why We Are Different

the process

The one thing we hear consistently from our clients is “that was much easier than I thought it would be”. Once you dive in, the process is fairly simple.

  • Provide us with personal and financial information that we use to guide you in your estate planning.
  • Meet to discuss your goals and objectives regarding your “wealth preservation” plan.
  • Draft legal documents: wills, trusts, health care proxies, durable powers of attorney, etc.
  • Review the documents together in order to ensure you know the workings of the plan.
  • Incorporate revisions and execute final documents
  • The Plan does not end there. We make sure that your assets are positioned to flow within the plan for tax minimization and protection against unwelcome third parties.
This diagram shows the simple and easy process that attorney robert travers uses to help you preserve your wealth