Estate Planning Assessment Tool

In life, one of the worst things that can happen is having a loved one pass away. But sadly, there’s something that can make this traumatic event even worse: not having a will.

We see this too often. Families come to us after they have lost a loved one and have to deal with the consequences of their family member not having a will.

There are several important benefits of estate planning, including:

• Peace of mind that your assets will be distributed according to your wishes.
• Financial support for the people you care about. By developing a comprehensive estate plan, you can guarantee that your assets go to the right people.
• Negating disputes. A clear estate plan will help your loved ones avoid arguments, disputes and even messy legal battles about the fair distribution of your assets.

A good plan also allows you to ensure that you receive the medical care you need if you become incapacitated, that your children are well cared for if you die unexpectedly, and even that you’re given the funeral you want.

To help clients get more clarity and build sound estate plans, we’ve developed an estate planning tool to assist you.

Complete the below form to get started.