No-one wants to think about death in the prime of life. But it’s important to decide what you would like to happen to loved ones and your financial assets if you pass away. An estate plan includes your will as well as any other directions on how you want your assets distributed after your death. It includes documents that govern how you will be cared for, medically and financially, if you become unable to make your own decisions in the future.
The Estate Plan Health Check will ask you a number of questions on your individual situation. We will look at how well prepared you are. There is no obligation to do anything as a result of the Estate Plan Health Check, it will simply provide feedback and some suggestions, what you do from there is up to you.
The questions below are personal, but they allow us to get a great snapshot of where you are.
After you fill out the form below, someone from our team will reach out to you within 3 business days with the next step.