
A qualified estate planning attorney

Essential estate planning documents

A lifetime of services and benefits
Services and benefits include:
- Gathering and organizing the Member's information.
- Consultation with a qualified estate planning attorney regarding your estate planning needs.
- Selection and drafting of estate planning documents, as determined appropriate by you and your attorney.
- Preparation of up to three real property deeds for estate planning purposes.
- Estate plan document delivery and notarization.
- Assistance with estate plan funding.
- Beneficiary review and designation assistance.
- Periodic reviews with a financial services professional.
- Consultation with your surviving spouse and successors after you pass away to provide guidance with the financial aspects of estate settlement.