We use a four-phase approach to develop, implement and maintain your estate and continuity plan.
Understanding your objectives.
We understand your objectives, inventory your family balance sheet and review your estate plans.
Developing a plan.
Working with your advisors, we co-develop a plan meeting your legacy objectives.
Efficiently coordinating.
We coordinate implementation of your plan with help from your advisors.
Keeping it right.
We maintain and monitor your plan so it continues to meet your objectives.