What information is needed from me?

The Family Profile that you will fill out online (see FAQ “What is your Structured Legacy Planning Process”) will walk you through the information that you will need provide to help us create your Plan. But to give you an idea, you will be asked for the following:

Information on your assets, such as the type of asset (real property, bank accounts, retirement accounts, vehicles), along with their approximate value and how title is currently held.

Your preference for who will raise your minor children in case something happens to you and your spouse or partner.

Who will be in charge of your children’s inheritance prior to the point in time that you want the funds to be distributed.

Who you want to make medical and financial decisions for you in the event of your incapacity.