During the Estate Plan Implementation, we prepare all the legal instruments, narratives, and schedules necessary to accomplish your estate, asset protection, and financial planning aspirations. Often we coordinate with your other trusted advisors to implement collaborative planning recommendations. The Estate Plan Implementation culminates in your Signing Ceremony (generally 1 to 3 weeks after your Estate Planning Visit).

At your Signing Ceremony, we walk you through your Estate Planning Portfolio and your legal instruments. We point out the highlights of each of your documents; we also show you how they accomplish each of the planning goals that you shared with us at your Estate Planning Visit.

Your Signing Ceremony generally lasts 2 hours.

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    Estate & Asset Protection Planning
  •  
    Estate & Asset Protection Planning