Estate Plan Consultation


Estate planning uses a combination of documents designed to help you while alive and with passing your assets on to loved ones.

To ensure you understand how estate planning works, we’ll provide you a free consultation reviewing the process and what needs to be done to ensure the best possible estate plan.

Estate Planning Flowchart
Trust Administration Checklist

DUAL REPRESENTATION AND ETHICAL ISSUES RELATED TO A WAIVER OF THE ATTORNEY CLIENT PRIVILEGE OF CONFIDENTIALITY:

The Attorney Client Privilege of Confidentiality protects confidential information communicated between an Attorney and client.  When more than one person participates with the consultative process, the Attorney Client Privilege of Confidentiality will not protect confidential information communicated to your Attorney with those who participate with the consultative process.  If a conflict should arise between you and those who participate with your consultation with the Attorney, your Attorney may be required to provide testimony pertaining to the information provided during the consultation.