Estate & Continuity
Planning
We listen and work with your advisors to develop your estate and continuity plan.
Our Method
We use a four-phase approach to develop, implement and maintain your estate and continuity plan.
Listening & Reviewing
Understanding your objectives.
We understand your objectives, inventory your family balance sheet and review your estate plans.
Findings & Options
Developing a plan.
Working with your advisors, we co-develop a plan meeting your legacy objectives.
Implementing Your Plan
Efficiently coordinating.
We coordinate implementation of your plan with help from your advisors.
Maintaining Effectiveness
Keeping it right.
We maintain and monitor your plan so it continues to meet your objectives.