Estate Planning Package
Assisting young families and single adults
plan for the future.
Estate Planning is for Everyone.
Life Happens. Plan Now.
Many people hear “estate plan” and think older generation, significant money, and property ownership. This misconception is why we use the term life planning in place of estate planning. Every adult – regardless of age or financial situation – should have at a minimum, a will and powers of attorney for health care and business affairs.
Leaving life up to chance is not a good plan.
We offer a comfortable environment to help make planning for the future calm and simple.
We're here for you.
We know. It’s scary to think about what will happen if you become incapacitated or die. An even scarier thought is thinking about what will happen if your wishes are unknown. Who will care for your pets? Make your medical decisions?
We’re here to make the process as easy as possible – by educating you and helping you complete the proper documents.
Your Life Planning Package May Include:
Four Steps to Peace of Mind
You Contact Us Today
We will meet, either in-person or virtually, to discuss your wishes for the future. You'll then complete a simple questionnaire.
We Draft the Documents
Based off the information you provide, your attorney will draft your will and other estate planning documents typically within 5-10 business days.
You Approve the Documents
A proof of your documents will be uploaded to your client portal for approval. Upon your approval, a time will be scheduled for the signing ceremony.
The Documents are Signed
We will meet, along with the witnesses, for you to sign your documents. If you are not in the local area, your documents can be mailed to you.
Start Planning Today
Beaufort, SC 29902