Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned and your family structure. This can involve the services of a variety of professionals, including your lawyer, accountant, financial planner, life insurance advisor and banker.

Estate planning covers the transfer of property at death as well as a variety of other personal matters and may or may not involve tax planning. The core document most often associated with this process is your Will.

When you make a Will you can state who will inherit the things you own, name your Estate Trustee and, if needed, appoint a Guardian. If you don’t have a Will, the law states who will inherit your estate, and an Estate Trustee and Guardian (if needed) will be appointed through the court system. Your wishes, if not stated in a Will, would not be known.

Email or call the office, for a questionnaire which you can fill out in your own time and bring in for your appointment to make your Will. If appropriate, you may also decide to have Powers of Attorney for property and/or personal care prepared for you.