We provide a custom and feasible Estate Planning solution that includes strategy set up, briefing our expert lawyers, and so on. We are with you at every step of your journey, and our lawyers attend meetings to ensure you get your desired will structure and arrangements. We will talk to you about plans to ensure that your final wishes are met, that your properties are assigned to your wishes and that all recipients are cared for as you want.
Our Estate Planning service includes coordination with us, your insurance advisors, and estate planning lawyer to ensure consistency across all disciplines and deliver a seamless and properly integrated plan as part of your larger and overarching financial plan.
We work with you to ensure that you have a thorough understanding of the structures you should consider in the event of your death or incapacity. We assist you in clarifying your Estate Plan’s goals and objectives and explaining how important legal documents such as Wills, Powers of Attorney, and Binding Nominations can help you achieve these goals.
Our Services include: