Analyzing Clients Needs

• Gather information and review Clients assets and debts
• Review any existing estate plan
• Analyze age, marital status, number of children, former spouses.
• Advise client re: estate planning options including Will, Living Trust

Prepare Estate Planning Documents

• Living Trust
• Pour over will
• Advanced Health Care Directive
• Durable Power of Attorney
• Certification of Trust

Funding the Trust

• Advise clients re designation of beneficiaries on Life Insurance and Retirement Accounts
• Transfer Stock to Trust
• Prepare Deeds transferring real estate to Trust
• Prepare Business Buy Sell Agreements
• Business estate planning
• Preparing heirs to take over business

Estate Administration

• Amending and Updating the Estate Plan
• Adding Assets to Trust
• Appointing Trustee or Executor
• Assisting in Probate or Trust Administration
• Transferring assets to Heirs
• Preparation of Trust Accounting and Tax Returns