Wills - Estate Stewards

A will is a legal document that outlines how your assets will be distributed after your death. It ensures that your wishes are respected and provides clear instructions for your loved ones.

Why is a Will Important?

Protects Your Loved Ones

Ensures your family and beneficiaries are taken care of according to your wishes.

Minimize Legal/Family Disputes

Minimizes the potential for disputes among family members.

Efficient Asset Distribution

Helps to distribute your assets in an organized and timely manner.

Appoints Guardians and Custodians

Allows you to designate guardians and custodians for minor children.

Services We Offer

Estate Planning Consultations

If you don't have a will, we can help you create an estate plan reflecting your wishes and then connect you with an estate planning lawyer to have all required documents drafted.

Reviewing Existing Wills

If you already have a will, we can review it to ensure it is up-to-date and accurately reflects your current situation.

How Often Should a Will be Reviewed?

We recommend reviewing your will every 3-5 years or whenever there is a significant life event, such as:

Marriage or divorce
Birth or adoption of a child
Significant changes in financial status
Purchase or sale of major assets
Death or incapacity of your executor or trustee

Contact Us

Our team of experienced professionals is here to assist you with all your estate planning needs. Contact us today to ensure your will is accurate and up-to-date.