In the most straightforward terms, Estate Planning is taking action now to make it easier for your family members and friends to help you in the future, and to administer your estate after you have passed.
You may not need all of these, or you may need additional documents. This is what we would discuss at our initial meeting. In order to make that initial meeting more productive, please complete the Wills and Trusts Checklist and return it to us via secure email, by fax, or bring it with you if we will meet in person.
