30 years of experience taught us how to do it right.
Before. During. After.
GET IT DONE BEFORE YOU NEED IT.
We realize nobody wants to think about his own death. Just know that the plans you make today can impact multiple generations of your loved ones hereafter. Let our experience be your guide to custom-designing an estate plan that can fulfil your legacy goals without unnecessary complexity, cost or conflict of interest.
MAINTAIN IT DURING YOUR LIFETIME
Once a Will or Trust is signed, it often ends up in a drawer somewhere - out of sight and out of mind. But life goes on; and we know from first-hand experience that having an outdated estate plan can be worse than having no plan at all.
WE WILL BE THERE AFTER YOU’RE GONE
(at your advance request - and at no charge). ________________________________________________________________________
Emotions and vulnerability collide when a loved one dies. Grieving family members are often scrambling to locate assets and decipher legal documents while everyone around them is offering conflicting advice about what to do next. The firm you trusted to help create your estate plan during your lifetime can be available to help your family members administer it in your absence - and we will do it at NO charge at your advance request.
SIMPLIFIED ESTATE TRANSITION WITH
YOUR PERSONAL FINANCIAL WEBSITE ________________________________________________
One of the most valuable tools your heirs can have at this time is access to your Personal Financial Website and Document Vault.
This is the web-based financial dashboard that we utilized during your lifetime to monitor all of your accounts, illustrate your financial plan, review your investment performance and organize your important documents.
If anything happens to you, your appointed family members will have immediate, 24/7 access to see everything you own, wherever it may be located, held or invested, all on one easy-to-navigate dashboard, with updated values and transaction histories.
PLUS: Your private document vault has a secure, unlimited storage capacity for you to maintain copies of everything your family members need to get ahold of at a moment’s notice.
Let our experience be your guide
For more information, contact us today!
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