So You Do Estate Planning Facilitation? What Does That Mean Exactly?

I sit down with you and discuss:

• What the situation is now - do you have a will and trusts that need to be updated or do you need to start from scratch?
• What's missing in your plan
• What gaps exist
• What aspects of planning your legacy seem challenging and are stopping your progress

 Then,  I pull together a "road map" for you with input from your advisor(s) which includes:

• The steps needed to complete your estate planning and which advisor(s) are resources for each
• A calendar with deadlines for each step
• An estimated budget to get your plan done from start to finish

This "road map" is delivered to you and you can take the plan from there or I can help you move forward and facilitate the completion of the plan with the help of your advisors.