FAQ Friday: Getting started

Friday, November 28th, Catarina, our legal assistant, shares about what is needed to get started on your estate planning.

Items such as any existing documents, family or friend’s contact information, death certificate (probate or trust administration cases) etc. can make the process so much smoother if received earlier in the intake process.

The holidays are a great time to have these conversations with those that we love about being in these “agent” positions in case of incapacity or death.

Estate planning is all about making it as easy as possible for your loved one you’ll leave behind. Please don’t look at it as such a harrowing conversation.

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Submit your question

Bring your questions about estate planning and administration to our weekly Facebook Live with Mr. Berger on Fridays at 11am EST. Leave your email if you’d like to receive a notification of our response.