• Planning and preparation of Estate Planning documents – Wills, Powers of Attorney, and Medical Directives.
• Work with clients to create a summary of their current position and estate planning goals.
• Provide required information to estate planning lawyers for joint Zoom call or meeting.
• Request a memorandum from lawyer. Discussing any updates required with client before proceeding with documents.
• Keep final memorandum together with Estate Planning documents.
  Annual update initiated with client to identify any changes that warrant updating EP documents.
• Direct wealth to family/ bloodline, death nominations, protect vulnerable family members, etc.

This provides a structured order for the seamless transition of wealth in accordance with the client’s wishes.

In the case of a client becoming deceased, this service includes completing the administration of the deceased estate and the transition of assets after the grant of probate is received.