What We Do | Trust Centered Estate Plans
We draft custom estate plans designed specifically for your family based upon the information you provide to us at the Family Security Planning Meeting and choices you make during the Family Security Planning Meeting. The plan we draft will be your plan based upon educated and informed decision making and will be the absolute best choice for your family.
All plans include:
- Custom designed trust documents applicable to your family situation;
- A pour over will;
- Medical power of attorneys/patient advocate designations;
- Financial powers of attorney;
- Child Shield Plan if you have children;
- Instruction letters to fiduciaries and beneficiaries;
- No charge corrections of drafting errors after the documents are signed;
- All plans also include a no-fee review and update of your plan, no charge advice regarding funding your plan, and no charge post death advice to your loved ones.