Estate Consulting
Full Control Over Your Future
Everything you own should have a safe future, too – from your basic savings account, investments, 401(k), life insurance, to real estate like your house and that cottage by the lake. Who will take over when you’re gone or if you’re unable to manage your estate? Let’s create a detailed estate plan worthy of your loved ones and the assets you’ve worked for your entire life.
What Is Estate Consulting?
Will
Will (sometimes referred to as a “last will and testament”): A legal document (subject to probate) that specifies how your assets and belongings should be distributed after your death. It also is a place for you to name a guardian over any minor children.
Power of Attorney
Healthcare power of attorney: A legal document that designates someone to make medical decisions on your behalf if you become incapacitated and cannot make them yourself.
Durable power of attorney: A legal document that grants someone the authority to act on your behalf over your financial and legal matters and remains effective even if you become incapacitated.
Durable power of attorney: A legal document that grants someone the authority to act on your behalf over your financial and legal matters and remains effective even if you become incapacitated.
Trusts & Beneficiary Designations
Trusts: Legal entities that hold and manage your assets during your lifetime and provide for their distribution to beneficiaries according to specified terms after your death.
Beneficiary designations: Instructions provided on financial accounts or insurance policies, specifying who will receive the assets or benefits upon the account holder’s death.
Beneficiary designations: Instructions provided on financial accounts or insurance policies, specifying who will receive the assets or benefits upon the account holder’s death.
Our Six-Step Process
1.
Conduct initial meeting about your estate planning needs
2.
Begin planning process, initial consult with legal professional
3.
Review answers to questions
4.
Estate documents are prepared
5.
Finalize documents with option for review by legal professional
6.
All related financial assets are updated accordingly