Estate Planning Is For Everyone
We've made it easy.
We all have an estate. Your estate is your footprint on this World.
It’s you, whether you’re wealthy or not, and everything in your life – Family, possessions, home, retirement, life insurance, and financial accounts.
Your estate is also the things that matter to you – traditional items like jewelry, china, artwork, but also your digital assets like online accounts and all the photographs on your phone.
What is the process like?
We make it easy. Just follow the steps below to completing your estate plan.
“It takes time, energy, and money to put together a comprehensive estate plan. But, once your estate plan is in place, you can have peace of mind that you made the decisions and did everything you could to ensure that your loved ones are taken care of.”
Step 1: Initial Meeting
We get to know each other. We learn about your family and finances. We discuss your estate planning goals and we educate you on the various strategies to meet your goals. Depending on your estate, sometimes we can combine the initial meeting with the design meeting.
Step 2: Design Meeting
If we are designing a trust-based estate, we usually have a meeting solely to discuss the details of your trust. We discuss the trust structure, how trust assets will be distributed to your beneficiaries, and who you will appoint to various roles in your trust.
Step 3: Review and Sign
During this meeting, we go through all of your documents together. This ensures that you understand your estate documents and you have ample opportunity to ask questions. After this meeting, we make any final revisions and prepare your documents for signing. Depending on the estate, sometimes you will sign your documents on the same day as the review meeting.
Step 4: Signing Meeting
By now, you know your estate documents. This meeting is the easiest of all, you just need to sign everything.
Look at these estate plans we've tailored to our clients
See what a well-crafted plan can do.
What you need for peace of mind
Must-Haves For Everyone No Matter What You Own
Get started with the basics1. Designate beneficiaries for accounts and assets, including checking, savings, IRA, 401K, and life insurance.
2. Create Advanced Directives and a Durable Power of Attorney to determine who will make medical decisions on your behalf if you cannot.
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Create your Last Will to set forth clear instructions for the care of dependents and handling of your assets, possessions.
Set up a Revocable Trust to safe-guard and protect your assets for the benefit of your dependents or family.
Must-Haves For Anyone With Dependents and Property
Cover your bases1. Designate beneficiaries for accounts and assets, including checking, savings, IRA, 401K, and life insurance.
2. Create Advanced Directives and a Durable Power of Attorney to determine who will make medical decisions on your behalf if you cannot.
3. Create your Last Will to set forth clear instructions for the care of dependents and handling of your assets, possessions.
______________
Set up a Revocable Trust to safe-guard and protect your assets for the benefit of your dependents or family.
Moderate To High Net Worth Necessities
Your planning checklist1. Designate beneficiaries for accounts and assets, including checking, savings, IRA, 401K, and life insurance.
2. Create Advanced Directives and a Durable Power of Attorney to determine who will make medical decisions on your behalf if you cannot.
3. Create your Last Will to set forth clear instructions for the care of dependents and handling of your assets, possessions.
4. Set up a Revocable Trust to safe-guard and protect your assets for the benefit of your dependents or family.
Articles
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Call Julia today to make sure your stamp collection, and everything else, get into the right hands.
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