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.