Partner Services
Trusts, Wills & Family Messages
Our estate planning process consists of two to three meetings. In those meetings, we will go over in depth your financial history, goals, motivations, and values, walk you through your existing estate planning documents to show how they’re aligned to your goals (or not!), if necessary, we can assist in creating the trust and will documents along with the notarization of the forms to make the process as easy as possible.
If the client likes, we can also record oral histories or messages to family members, a complimentary service we provide in partnership with Everpresent, conveniently recorded directly in our office.
