What’s included in an estate plan?

When Julia and Daniel prepare an estate plan for their clients, they include vital additional documents such as Advance Directives, Powers of Attorney, and Dispositions of Remains. They also work with clients to ensure the funding process is properly completed for revocable living trusts so that the trusts work the way clients intend. Call or email today to set up a free consultation. Julia and Daniel would love to work with you to identify your specific concerns and needs.