We know that it can be a difficult discussion, but it is an important one that can give you peace of mind and save your loved ones an immense amount of stress, time and money. If you do not have an Estate plan, or it has been a while since you updated it, consider this your sign that it is time to check it off your to-do list.  

If you have been putting it off because you are worried about the cost, rest assured that we offer competitive pricing.

We have thought a lot about different estate plans, and after reviewing your current affairs we work with you and other financial planning professionals, such as your accountant and wealth advisor if you have them, to come up with a workable and efficient plan for what happens when you’re gone.

Estate planning typically consists of drafting and executing three documents:

• Will

• Enduring Power of Attorney

• Personal Directive

More Information

To learn more about what each of the above documents does and what happens if you pass away or become incapacitated without those documents read our Estate Planning 101.

Booking an Appointment

When you are ready to take the first step in checking off this task click the button below.