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 There are three ways we can assist you in getting started.
- You may attend one of our estate planning seminars. At that seminar, you’ll view a presentation about estate planning, receive informational materials, and have opportunity to ask questions. Please check the calendar of events to find a seminar that best fits your needs and schedule.
- Use our free Estate Plan Organizer. It is designed to allow you to proceed as you have the available time. It will walk you through the basic information necessary to initiate the estate planning process and, when completed, help you and your professional advisor(s) to design an estate plan that reflects your priorities.
- Contact a professional advisor (attorney, accountant, financial advisor, etc.) to help you get started. If you wish, we can provide you with the names of individuals to consider.
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