Wills & Trusts
Through our step-by-step process, we will work together to create an estate plan that is both personalized and comprehensive.
Beginning with a comprehensive questionnaire, Kirkham Raikes gathers and organizes preliminary information.
Kirkham Raikes conducts an in-person or phone call interview to review your family details, assets, and end of life wishes.
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.
An official draft of your estate planning documents will be drawn up and presented to you for review.
Once approved, a date will be set for a will execution ceremony.
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.