Estate Planning
Let us prepare your Wills & Powers of Attorney.
It's important to have a plan for yourself, your assets, and your children if something happens to you.
Our simple process:
- Virtual Consultation: First, we’ll meet online to discuss your family tree, assets, debts, and what to include in your Will and Powers of Attorney. Before our meeting, we’ll send you questionnaires to fill out, ensuring we can offer you thorough financial planning.
- Document Review: Next, we’ll schedule a virtual meeting to go over your draft documents together.
- Final Signing: Finally, we’ll meet in person at our office to sign the documents, and you’ll take home the originals.