If a close family member or friend dies and you are uncertain as to what to do next regarding the transfer of the assets of the deceased person to the intended beneficiaries, contact us and we can advise as to the steps to take to complete the process. We also advise on Estate Planning matters, and answer such questions as:
- Do you need a will?
- Do you need a trust?
- Do you need powers of attorney?
We only recommend documents that are consistent with your wishes regarding the care of you and your financial affairs during your lifetime (if you are unable to manage these matters yourself) and also consistent with your wishes regarding the transfer of your assets after your death.