Schedule a consultation:

During your consultation, we will discuss the intricacies of the plan, necessary documents required, and common costs associated.

Define Your Goals:

Who do you want to benefit from your estate? How do you want your assets to be allocated? Do you have any specific wishes?

Choose the Right Tools:

Depending on your goals, our team will provide guidance on which estate planning strategy best suits your needs.

Select Executors, Trustees, and Guardians:

Designate a person or person(s) who will execute your Estate Plan after your passing. You may also designate separate roles that may include the handling of unique financial decisions as well as medical incapacitation.

Review and Update Your Plan:

An Estate Plan should be updated given to any significant life event such as marriage, divorce, the birth of children, or the passing of a loved one. It is important for your Estate Plan to remain current amidst ever-changing life events, tax policies, and regulation updates.

Not Having an Estate Plan:

Many people mistakenly believe they don't need an Estate Plan if they don't have significant wealth. However, everyone can benefit from having a plan in place to ensure their wishes are respected.

Failing to Update Your Plan:

Your Estate Plan needs to be updated whenever there are significant life events like marriage, divorce, the birth of children, or changes in asset values.

Choosing the Wrong Executor or Trustee:

The person you appoint as your executor or trustee should be someone trustworthy, organized, and capable of handling financial and legal matters. This may change.

Not Addressing Digital Assets:

Make sure to include instructions for digital assets like social media accounts, online banking, and other digital properties.

Probate Court Implications:

Without proper planning, the probate process can reduce the value of your estate by an average of 3% to 7%.