Estate Planning Consultations
Are you unsure where to begin with your estate plan or do you have specific questions about your current estate plan? An Estate Planning Consultation is your first step to peace of mind.
Our Estate Planning Consultations include a review of current wills, powers of attorney, trusts and related estate planning documents. Additionally, clients will meet with Estate Stewards' estate planning lawyer for up to 2 hours to create a new estate plan or update an existing one.
What is included in our Estate Planning Consultations?
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1. Initial Meeting
A complimentary initial call/meeting for up to 30 minutes with ESI’s estate planning lawyer
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2. Estate Planning Consultation
Estate Planning Consultation (up to 2 hours)
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3. Estate Planning Summary Letter & Referral to a Lawyer
Referral to ESI’s network of estate planning lawyers if required
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4. Discussion and Review of Newly Drafted Documents
This includes the will, powers of attorney, trusts, etc
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5. Ongoing Support & Inquiries
Contact throughout the year with ESI for any estate planning inquiries at no additional charge
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6. Annual Estate Planning Review
Annual meeting and review of the estate plan
Note: Current clients with assets held under investment management with Portfolio Stewards Inc. (“PSI”) are entitled to a complimentary one hour consultation session.
Contact Us
If you are interested in an estate consultation, contact Estate Stewards today. Our team is ready to provide the expertise and support necessary to manage the complexities of estate administration effectively.