Do you prepare estate documents?
Estate planning is a broad term that covers many financial activities with estate implications and also refers to specific legal documents and actions. While estate planning is an integral part of our service model, we are not attorneys and do not provide legal advice or prepare legal documents. To provide an integrated service to you, we have relationships with estate planning attorneys who are experienced in serving clients across the country. Clients often find value in our role in estate planning based on the strategic ideas we provide, the coordination of the various parties involved in developing an effective estate plan, staying abreast of changes in our clients lives that could have estate implications, and helping to implement the estate plan.