The best place to get started on your estate planning is to complete our Asset Inventory Checklist. This document is where you list all of your financial and other assets (such as real estate and collectibles), noting account numbers, ownership, location and contact information from administrator third parties (such as a 401(k) Plan Administrator).

When you know what assets you wish to leave to your designated beneficiaries, you can begin the process of working with us to determine the best legal vehicles (e.g. Will, Living Trust) for ensuring proper inheritance by your chosen heirs.