A valid will must comply with numerous laws and regulations.
A valid will must comply with numerous laws and regulations. By conducting in-depth questionnaires and interviews about clients’ family relationships, businesses, real estate interests, investments and accounts, insurance coverage, beneficial interests, and other assets, we help clients prepare a will that fits their unique circumstances. When necessary, we work with clients’ accountants and financial advisers to structure their will as part of a comprehensive estate planning package, to minimize costs and avoid confusion.
By using in-depth interviews in person or on Zoom meetings and acquainting ourselves with your family relationships, businesses, real estate interests, investments and accounts, insurance coverage, beneficial interests, and other assets, we can help you prepare a will or wills that fit your unique circumstances. When necessary, we can work with your accountants and financial advisors to structure your will or wills as part of a comprehensive estate planning package, to minimize costs, avoid confusion, and transfer estate assets to beneficiaries with the least possible difficulties.
