Once your estate plan is created, we must ensure that your assets are properly transferred to the new plan. We will walk you through our specific recommendations and can provide you with assistance on implementing those recommendations.
We will discuss how to communicate your plan to your beneficiaries and decision makers. If desired, we will invite your beneficiaries and decision makers to the funding meeting to facilitate a conversation and help you answer questions. This will enable you to feel more confident that your plan will operate smoothly.
Finally, you will receive your original signed documents in a portfolio along with printed and electronic copies of your documents for safekeeping. You will leave with a roadmap for next steps and actions you will need to take to finalize your plan.