Will Preparation & Updates

Will

A will is a document in which a person specifies the method to be applied in the management and distribution of their estate after death. Dying without a will leaves an estate “intestate” and will result in a court appointed lawyer to assign a suitable executor. This process is slow and doesn’t result in an orderly handling of the estate.  

Free Estate & Burial Planning Guide

We are pleased to offer a free guide packed with worksheets and valuable information. It is a useful tool to gather or update important information in preparation for a meeting with a lawyer. Legal advice and execution is required, but using this guide shortens the process and cost. The guide includes:

  • Worksheets to gather important family and financial information
  • Information on the process of preparing one’s will
  • Tips on selecting an executor
  • Guidelines on stewardship gifting
  • Basic instructions for a power of attorney and Advance Care Planning
  • Estate planning checklist