This call will begin the process of creating a customized estate plan that meets your unique needs and wishes. Kate will create a plan that provides peace of mind and protects your assets for future generations. A series of questions will be asked about the your assets, liabilities, and any potential heirs or beneficiaries, as well as wishes regarding distribution of assets, the appointment of guardians for minor children, and the management of your affairs in the event of incapacity.

Signing and notarizing your estate plan is a simple and important step in ensuring that your wishes are carried out after you pass away. Once you have reviewed and finalized your estate plan, you will need to sign the documents in the presence of Kate, your notary public. Schedule your appointment today!