During your Design meeting, we will make the critical decisions necessary to draft the legal documents that contain your estate plan. Depending on the type of estate planning strategy you have chosen, we will identify trustees, executors, financial agents, medical proxies, and guardians for minor children or incapacitated adults.

At Delivery, we will execute your estate plan, along with any funding documentation necessary to transfer your assets to your trusts or business entities. This could include deeds for real estate, beneficiary forms for insurance policies and retirement plans, transfers of ownership for bank accounts and brokerage, or transfer shares or assignment of interests in businesses.