None of us want to think about the unexpected happening to us, but we do want our family to be protected and to have our wishes known about our assets and other important aspects of our life. Estate planning documents speak for you at times you cannot, even if temporarily. If you do not have these, now is a good time to think about putting them together. If you already have these documents, is it time for an update?
This Discover Session is Step 1 in the process of getting together your will, trust, power of attorney, health care directive or any other related document. We get to know each other a little bit and chat about your needs to see how we can help and provide a roadmap. If you are a couple looking to get together these documents, both should be available for this initial meeting if possible.
The fee paid for this session is considered a nonrefundable “deposit” towards any estate planning service fees you decide to obtain. However, you are under no obligation to hire the Firm to handle your will or estate documents.