Many people today do not have wills. Not having a will puts loved ones at risk of not being taken care of should something happen to you. Wills create peace of mind that everything you worked for will go to the right place. We will sit down with you and gather all necessary information. Then create a custom will and walk you through the formalities to make sure it is enforceable.
Life changes so it is always important to update your will. We will make any alterations needed to ensure your will reflects your true wishes.
Often times clients have a will or have created one online. However, wills must have certain criteria met in order to be enforceable. We will review your will to make sure all required information is included and that all formalities have been met.
Trusts are similar to wills but include a person known as a trustee. The trustee keeps your assets safe and distributes them according to you wishes. We help clients set up trusts and all required paperwork in order to provide for their loved ones.
Trusts can be altered and beneficiaries can be changed. We will help you though the process of changing your trust to ensure your assets are going to the right people.
Clients may have a trust in place but not know how it functions. We will review client's trust to ensure they have been created properly and make recommendations.