ESTATE PLANNING FACILITATION
Our society traditionally approaches estate planning by having attorneys complete their legal documents. At that point, most families we meet believe that their planning is complete. It's not. More than 65% of all estate plans we review have problems waiting to happen.
Our advisors will assist you with creating a secure and financially sound estate. We take the estate planning process much further than most would by supporting you with:
Education with your planning affairs
Support with the attorney intake packet and options
Participate in all attorney/client meetings
Funding assets into the trust
Verifying the status of all our beneficiary accounts
Hold a family/trustees’ meeting
Maintaining your program
The results of our participation in your estate planning is a fully coordinated program to leave your loved ones.
Even if you already have estate planning documents, we encourage you to allow our advisors to review your planning for a full assessment at no cost. Most people we meet do not have complete and coordinated estate plans. Is your plan all it can be? Let's find out!
Sit down with us for a no-cost consultation that will determine what legal strategy most fits your needs.
Why Use Estate Protectors?
Estate Protectors services compliment and go far beyond what an attorney’s office will provide you.
It is through our experience and relationships with other advisory professionals that puts us in the position to ask for, “the opportunity to manage all of your estate, financial, insurance and aging needs”.
The intention of Estate Protectors is to create a close relationship with our clients so they feel confident with us managing all facets of their estate and financial needs. We operate as the Estate Quarterback, communicating with the family, while coordinating the efforts of other professionals.
Please contact our office for an Estate Plan Review and let us determine whether your affairs are in order and your legacy is protected.