Preparation for the orderly transfer of your estate.

Balance Sheet- An inventory of what you’ve got.
Statement of Projected Cash Flow - Income for your surviving spouse/heirs.
Trust Summary - Plain language summary of key trust terms.
Estate Tax Calculation - How much, if anything, will you owe?
Change in Plan? -Have your objectives or the estate transfer laws changed?
Accurate Beneficiary Designations -“Who Gets What?”
Medical Instructions - Accessible Healthcare Directive, DPA and/or DNR.
Personal Property Instruction - Who gets your cool stuff?
Settlement Checklist - “Who” does “What”, “When” and long will it take.
Contact Checklist - “Who” to contact about “What”
Online Vault - All these, and other important documents, in one place.