Why Review Your Trust?
Things change, and your estate plan may have been great for you 5 or 10 Years ago, but now it might not be the right fit. Also, when you created your estate plan, were you able to fully fund your estate? We can ensure that everything is doing what it is supposed to be doing.
It we can help, we will. If we can’t, we can’t, but you will have peace of mind knowing that everything will work the way you intend it to.
How it works
upload your documents
Create an account, and we will send you a link to our secure client portal, where you can upload all of your statements and existing legal documents.
Document Review
We will carefully review all of your legal documents and your bank statements. We will also search for forgotten assets and life insurance policies for you.
Recommendation
We will consult with you, on your schedule, either by phone or videoconference to make any recommendations that we think you need to make.
next steps
If you need a new trust, or need your trust funded properly, we will do it for you, and we will apply your $495 fee towards whatever services you need.