Step 3:

DELIVERY

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Transfer

At Delivery, we will execute your estate plan, along with any funding documentation necessary to transfer your assets to your trusts or business entities. This could include deeds for real estate, beneficiary forms for insurance policies and retirement plans, transfers of ownership for bank accounts and brokerage, or transfer shares or assignment of interests in businesses.

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Questions

Following Delivery, our relationship isn't "over." Though we might have finalized your documentation, we remain available to answer your questions or assist you in administering your plan. Many clients find it useful to plan a family meeting to discuss the particulars of your estate plan so that everyone is prepared during a crisis and knows what to expect. We can tailor the next steps to you and your situation.

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Updates

From time to time we will be in contact about updates in the law that may affect your plan, and we will reach out to ask whether your circumstances or relationships have changed in ways that require your plan to be amended or restated.

We want your estate plan to work. For that to happen, we need to remain in touch. It's our goal to be a resource to you and your family for a lifetime.

Revocable Trusts

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Irrevocable Trusts and Asset Protection

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Special Needs Planning

Probate & Estate
Administration

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Last Will & Testament

Medicaid Asset Protection Planning

Guardianship for
Incapacitated Adults

Trust Administration

Business Succession

Veterans Aid &
Attendance Planning

Testimonals

Irrevocable Trusts and Asset Protection - decorative logo

Irrevocable Trusts and Assets

Trust Administration

Business Succession

Medicaid Asset Protection Planning

Revocable Trusts

Probate & Estate Administration

special needs planning - decorative logo

Special Needs Planning

last will and testament hero icon

Last Will & Testament

Guardianship for Incapacitated Adults

Veterans Aid &
Attendance Planning

Schedule Appointment