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Considering an international decision-maker? Please click here to read about practical considerations.

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Introduction to the Estate Plan Process

1. Services Offered and Disclaimer
2. Registration Checklist: Required information for estate plan registration.
3. Estate Plan Process Overview: Key stages from filling out the estate plan form to scheduling the signing of your documents.
4. FAQs: Common concerns and inquiries addressed.
5. Client Portal Instructions: Access and navigation guidance for efficient communication and document management.

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Services Offered and Disclaimer

<aside> ➡️ This is a summary of our services. Please review the engagement letter that is in the onboarding process for a more detailed explanation. We offer two streamlined packages for estate planning, which are listed below:

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Option 1: Trust Package

This package is best for those seeking to avoid probate but a typical package will not fully fund your trust. We will provide generalized guidance on how to do so however (common items like bank accounts, houses, etc.). This package typically includes the following documents:

• Revocable Living Trust
• Will
• Durable Power of Attorney
• Medical Power of Attorney