Estate Planning

The Estate Planning process involves reviewing our client's current estate planning documents (wills, living wills, powers of attorney, etc.) Through our Estate Plan Document Summary we will summarize the individuals our clients have chosen to carry out their wishes. After a thorough review, we will summarize the primary and contingent beneficiaries listed on our client’s retirement plans and life insurance policies. If our client's do not have estate planning documents, we will recommend an estate planning attorney who specializes in drafting these documents, and attend any necessary meetings.