What’s included in an estate plan?
When Julia prepares an estate plan for her clients, she includes vital additional documents such as Advance Directives, Powers of Attorney, and Dispositions of Remains. She also works with clients to ensure the funding process is properly completed for revocable living trusts so that the trusts work the way clients intend. Call or email today to set up a free consultation. Julia would love to work with you to identify your specific concerns and needs.