Estate planning is more than documents; it’s about the plan for your assets, responsibilities, and legacy. We work together to develop instructions for how your important assets are managed if you’re not managing them, how your vital responsibilities are cared for if you’re not capable, and then how you wish to be remembered when you’re no longer narrating the story.
From those set of instructions, we then organize and compile the information necessary for your fiduciaries to carry out your requests. Depending on a variety of factors that we’ll tease out on our first phone call, we’re going to prepare and execute a Will-based plan or a Trust-based plan.
