Prepare for the Future with an Estate Plan
The world of estate planning has changed dramatically in the last few years. If you do not already have a plan, you will find it very challenging to implement one without experienced help. If you have an existing plan, it may no longer be suitable due to dramatic changes in both federal and state laws, not to mention changes in your personal circumstances. Our clients can have the peace of mind of an updated estate plan, without concerns over unpredictable or open-ended fees and expenses when they work with us.
Our Simple 4-Step Process:
1. Complete Questionnaire
Learn more...Download the questionnaire below.
We’ve created a simple worksheet to get you started and make the most of our time together. Just complete it prior to your free consultation. Download: AEGIS – Estate Planning Questionnaire
2. Schedule Consultation
Learn more...Meet With An Experienced Attorney
An AEGIS estate planning attorney will discuss your planning objectives and provide recommendations for your estate plan. Please allow 2-3 hours for this meeting.
3. Prepare Your Plan
Learn more...Wills, Trusts, and Power of Attorney
Your experienced AEGIS attorney will prepare your planning documentation. The ordinary turn-around time is approximately 2-3 weeks.
4. Review and Sign
Learn more...Your Estate Plan is Ready For Your Signature
It’s time for a second consultation with your attorney to review, modify and sign all legal documents and letters of transmittal for asset transfer authorizations, and supervision of all signatures of documents.
AEGIS Estate Planning Team
