WILLS/TRUSTS

The first step will be to determine whether or not you require a simple Will or both a Will and a Trust. In order to determine which estate plan is the most appropriate, we will meet with you to complete a simple profile questionnaire and discuss your objectives to assist with identifying your short-term and long-term estate planning goals.

Once we determine what type of estate plan is needed, we will prepare a first draft of the documents for you to review and discuss with your family members. We will prepare only those legal documents that are necessary to pass property to the chosen individuals in the manner desired. We will then discuss with you any changes you may want to make pertaining to the distribution of your estate. The documents will then be finalized and prepared for your signature. If you decide to establish a trust, certain assets will then need to be transferred to the trust.