Estate-Planning Services
Creating initial estate-planning documents is the easy part. Technology permits anyone to open a "trust mill." If you or your provider focus exclusively on document preparation your estate planning activities could be construed as an illegal "trust mill". To avoid significant liability (that can occur years after the estate plan is created) it is essential that you choose a provider who is committed to assisting your clients with the life-long responsibility of keeping their documents current and up-to-date year after year.
We have assembled service providers that approach estate planning holistically - emphasizing funding, preparing amendments and assisting with settling the estate upon death as much or more than creating documents.
Contact us and be assured your estate-planning partner provides the kind of support services that you and your clients deserve.
We have assembled service providers that approach estate planning holistically - emphasizing funding, preparing amendments and assisting with settling the estate upon death as much or more than creating documents.
Contact us and be assured your estate-planning partner provides the kind of support services that you and your clients deserve.