
Wills & Trusts
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.