Preparedness Planning Checklist

With everything going on in the world right now, anyone can get a little anxious. Take control your situation by preparing your critical documents and ensuring you have a plan in place! We have put together a complimentary Preparedness Planning Checklist that anyone can access from our website. Fill out the form below to access the checklist. 

If you're ready to put your estate plan together, or want us to take a look at your current documents, contact us to schedule an appointment. You can also book online. After you've scheduled your appointment, please complete our Estate Planning Welcome Kit.

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Estate Planning Essentials

Our comprehensive approach to estate planning ensures that you and your family are prepared for your incapacity or death. We focus on drafting documents that provide clear direction to the individuals you have named to act on your behalf as well as planning carefully for estate, property, income, and capital gains taxes. Essential estate planning includes wills, trusts, powers of attorney, and health directives as well as aligning your assets with your estate plan. Learn more here.