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What’s Included?
Review of financial accounts and beneficiaries
Checklist of estate documents (will, POA, living will, etc.)
Values and legacy worksheet
Attorney prep materials and referral list
Alignment with overall financial picture
Note: No legal services provided. Planning support only.
Ideal for: Anyone wanting to organize or update their affairs or seeking clarity before meeting with an estate attorney.
What’s Included?
Review of financial accounts and beneficiaries
Checklist of estate documents (will, POA, living will, etc.)
Values and legacy worksheet
Attorney prep materials and referral list
Alignment with overall financial picture
Note: No legal services provided. Planning support only.
Ideal for: Anyone wanting to organize or update their affairs or seeking clarity before meeting with an estate attorney.