Once we have completed our review, we meet with you to discuss the legal documents and asset structure of the estate. We provide a detailed overview of the estate administration process. Through in-depth conversation we come to understand your family dynamics, your needs and desires.
Based on what we learn in these conversations, we outline our recommendations, including all fees, deadlines, and responsibilities. We outline the tasks that lie ahead so that family members understand each step and the approximate time line. Together, we transform complex financial and emotional considerations into a workable and understandable plan.