What should I bring to my initial Estate Planning meeting?
Please bring any previous estate planning documents you may have, copies of the most recently recorded deeds on any real property that you own, copies of titles to any personally owned vehicle, and copies of any beneficiary designations for financial accounts that you have in place.
Do I need a Trust?
Whether you need a trust largely depends on your unique situation and goals. For a detailed answer, please fill out our questionnaire to schedule an initial meeting today.
How much does an estate plan cost?
This largely depends on a multitude of factors; however, a comprehensive estate plan for two spouses starts at $2,500.
How soon will I get my documents back?
We generally have documents for you to review within 4-6 weeks after our initial meeting.
