Estate planning and charitable giving. A checklist, the right documents, and a clear head about who gets what.
The checklist and the documents handled together, so your legacy is in order before anyone needs it to be.
Book a meetingWhen it comes to organizing your estate, having a checklist and the important documents in hand is a key part of the process. We help you build both, and we coordinate with your attorney and accountant rather than working around them.
The harder part is usually the conversation with family. We have sat through a lot of them, and they go better when the plan is written down first.
Will, trusts if appropriate, and named beneficiaries on every account. Beneficiary designations override wills, and they are the single most common thing found out of date.
Powers of attorney for finances and health care, plus a clear medical directive. These matter while you are alive, which is what people forget.
Where the documents live, who can reach them, and a current list of accounts and policies. An estate plan nobody can find is not a plan.
Whether your estate can pay what it owes without selling something your family wanted to keep. Life insurance often exists for exactly this.
Charitable planning structured so the gift lands well for the organization and for you. Timing and asset choice change the outcome considerably.
A schedule for revisiting all of it. Marriages, births, sales and deaths all invalidate assumptions quietly.
Tick what is genuinely done and current. Nothing is stored or sent.
A prompt for conversation, not a legal assessment. We coordinate with your attorney and accountant rather than working around them.
Bring what you have. Even a partial file is a better starting point than a blank page.
