Your estate plan is probably ready.  Now you can document and organize all the information that is not in your Trust, in your Will, in your health proxy or in the other documents of your plan.

 

The above examples give you an idea of the countless details that your heirs will need in order to successfully manage your estate while they are in mourning and trying to adjust to their loss.

 

Our interactive instruments will guide you through this process.  We are not giving you here a series of recommendations that may or may not apply to your specific situation and to the needs of your family.  We will take you step by step through a large number of issues to allow you to make the appropriate dispositions, as needed by your family.

 

When you press the button below, you will go to the page where you can select the instrument that you will need at this moment.