Three Step Estate Planning Portfolio

 

 

Three Step Estate Planning Portfolio

I. Trust Consultation / Trust Review:
Meeting to determine what type of trust fits your estate / Review and update of your pre-existing trust.

II. Attorney / Client Meeting:
Signing your revocable living trust (including any amendment forms and successor trustee checklists), also signing your pour over will, property agreement and homestead, and having a notary of all documents.

III. Trust Funding:
Coming in to recieve official trust with binder; signing your asset letters, durable power of attorney, and physicians directiveYour affairs will then be in order!

 
For more information please contact us.