What is a Comprehensive Estate Plan?
A comprehensive estate plan gives you and your family peace of mind by protecting your loved ones, your values, and your assets.
Estate plans are organized with either a Will or a Revocable Living Trust as the central document. Wills and Revocable Living Trusts differ in the amount of time it takes distribute your assets after you pass, the amount of effort it takes to set up initially and maintain over time, the level of privacy they afford, and whether your estate has to pass through probate or not. For more information on Wills and Living Trusts click here.
A comprehensive estate plan typically consists of the following documents: