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Wills & Trusts

A proper estate plan allows you to determine who inherits your assets—not the laws of intestacy. If you don’t document how to distribute your estate, a court will decide for you. That means a court will name an executor, or someone to run your estate and distribute your assets, and even name a guardian to your minor children. If you want to gift specific assets to family members, guide your family in funeral planning, or leave money to charities you care about, you must prepare a will.
If you have assets you would prefer to be distributed without the potentially lengthy process of probate, you might consider placing them into an inter-vivos, or living trust, which ensures assets transfer to their intended recipients during your lifetime. You might consider a testamentary trust if you intend to leave assets to minor children or beneficiaries with special needs. Testamentary trusts go into effect upon death, and ensures that their particular needs will continue to be met.

The Process

Through our step-by-step process, we will work together to create an estate plan that is both personalized and comprehensive.

1

Beginning with a comprehensive questionnaire, Kirkham Raikes gathers and organizes preliminary information.

2

Kirkham Raikes conducts an in-person or phone call interview to review your family details, assets, and end of life wishes.

3

As your trusted advisor, Kirkham Raikes will answer any questions throughout the process, such as tax considerations and wealth preservation strategies. This may include recommending additional expert individuals.

4

An official draft of your estate planning documents will be drawn up and presented to you for review.

5

Once approved, a date will be set for a will execution ceremony.

6

Clients are advised to store the original copies of their estate planning documents in a safe place.

Start Planning Today.

Now is the time to begin planning the future of your estate. Contact us to get started.