Keeping track of all of the above in one place is the easiest way for you and for your estate representative to deal with your affairs. Our office ensures that we always complete periodic reviews so that your heirs and executors can effectively deal with your affairs when the time comes.
What happens when those closest to you are no longer around? Those that know you best lose capacity? With today’s ever increasing longevity can leave issues that you once thought would never occur... who will deal with my estate? Together with you, we look to seek out the services that best suit you and can offer a solution to who can administer your estate. Like it or not, this may become a part of your eventual estate planning, which is why it’s important to have a close knit and comprehensive planning relationship with a Team like ours!