The estate plan offers everything included in our comprehensive plan, with the added peace of mind of a finalized will, completed by our trusted legal partners. Perfect if you are looking to tie in your financial planning goals with the preparation of legal documents.

• You don’t have a will or financial plan

• You recently got married

• You want to ensure consistency with financial and legal wishes

Our financial plan includes a summary of assumptions, tables and graphs from now to your projected mortality as well as discussion notes – your step by step guide to implement the recommended strategies.