4 Easy Steps to Create an Estate Plan
Now is the time to secure your legacy, preserves your hard earned assets and passes them on to the ones you love.
1. Attend a Workshop: The first step to creating your estate plan is to attend one of our estate planning workshops either in person or online.
Click here to pick a date and attend a live Estate Planning Workshop
Click here and watch a prerecorded on demand video Estate Planning workshop
2. Use our Estate Planning Workbook: The estate planning workbook is broken down into a number of sections with questionnaires that will help you organize and decide on your estate planning goals, create a list of your assets and people who will be named beneficiaries and fiduciaries.
3. Meet with an Attorney: Set up a time to meet with us to review your goals and choose the right estate planning methods and documents to satisfy your goals.
4. Execute your New Estate Plan: After your plan is outlined and your documents are drafted we will schedule a meeting to review and put your estate plan into action. With your newly implemented estate plan you can enjoy the peace of mind knowing that you and your family’s assets are protected.