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Essential Estate Planning

A client creating an estate plan for the first time typically will need:

Additional Planning

Depending on their needs, clients may also consider:

The Process

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

1

Following your complimentary initial consultation, you will receive a comprehensive questionnaire to assist us in gathering and organizing preliminary information.

2

We meet, typically by video conference, to discuss your family details, assets, and end of life wishes, and to identify your estate planning goals.
 

3

As your trusted advisor, Kirkham Raikes will answer any questions throughout the process, such as tax considerations and wealth preservation strategies.
 

4

Your attorney will then draft your preliminary estate planning documents. You and your attorney will review the documents together to ensure that they meet your goals and wishes.

5

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

6

The firm remains available and in touch with clients in order to answer any future questions and assist with modifications or updates to existing documents as needed.

Start Planning Today.

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