You’ve signed your estate planning documents. Congratulations! Now you still have a few items to finish up.
Did we create a trust for you? We need to get to work transferring assets into the trust’s name.
What about beneficiary designations? Do you remember who you named as beneficiary on your retirement accounts, your life insurance, even your bank accounts? Should you change those designations to be consistent with the rest of your estate plan?
Beneficiary designations can be very confusing. We can help you figure out what you’ve already done, and what changes (if any) you should make.