Estate Planning Consultation

Establishing an Estate Plan is something many people tend to postpone, however, in the event of an emergency or death, an estate plan may be one of the most helpful tools that your loved ones can have.

During an Estate Planning consultation, you may review an established estate plan or discuss creating one.  There are various components which play a part of an estate plan including: wills, trusts, Power of Attorney, and guardianships.  In addition to the consultation forms, it will be helpful to come to the consultation with a general accounting of your assets, your desired beneficiaries, guardian or Power of Attorney, as well as an idea of how you would like your estate to be managed in the event of an emergency or death.

Estate Planning Intake Sheet