Taking the Complications Out of Estate Planning
It is important for you to understand your estate plan to feel comfortable with it. Therefore, the planning process is designed to clearly explain your options and afford convenience. Your initial estate planning conference may take place in the privacy of your home or office.
Most information required for a thorough analysis of your estate can be obtained at the initial interview. A plan tailored to meet your individual needs and objectives will be provided to you for your review. A letter of explanation will accompany your plan and your questions will be answered personally or in writing.
Additionally, written instructions which describe the duties of the successor trustee will be provided. You will be assisted in transferring all of your present property into trust and provided with instructions for titling property in trust in the future. All of this information will be assembled in a well-organized notebook for your future reference and review.