Prepare for the Future with an Estate Plan

The world of estate planning has changed dramatically in the last few years. If you do not already have a plan, you will find it very challenging to implement one without experienced help. If you have an existing plan, it may no longer be suitable due to dramatic changes in both federal and state laws, not to mention changes in your personal circumstances.

Our clients can have the peace of mind of an updated estate plan, without concerns over unpredictable or open-ended fees and expenses when they work with us. See our simple 4 step process:

1. Fill Out Your Questionnaire

Fill out the downloadable questionnaire below.

We’ve created an easy worksheet to get you started and make the most of our time together. Fill it out and bring to your free consultation. Download: AEGIS – Estate Planning Questionnaire

2. Schedule Your Consultation

Meet With Your Professional Attorney

An experienced estate planning attorney will talk with you about your needs and objectives, and provide recommendations for your plan. Contact us at 314-454-9100 to set up your consultation.

3. We Prepare Your Estate Plan

Wills, Trusts, and Power of Attorney

Your attorney will prepare your will, Joint Revocable Living Trust or individual trusts with provisions for a Joint Spousal Trust, and Durable Power of Attorney and Health Care Advance Directive documents.

4. Review and Sign

Your Estate Plan is Ready For Your Signature

It’s time for a second consultation with your attorney to sign all legal documents and letters of transmittal for asset transfer authorizations, and supervision of all signatures of documents.

AEGIS Estate Planning Attorneys

Norman Newmark
Norman Newmark
Joel Green
Joel Green
William Higley
William Higley
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Did you know that 64% of Americans do not have a will? Are you one of them?
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Only 25% of people have made some kind of arrangements for their elder care.
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Nearly 95% of people say their financial know-how is too low to create an estate plan on their own.

Schedule a Consultation

Consultations with AEGIS are always free. Please complete the worksheet below to help get you started and make the most of our time together. Give us a call at (314)-454-9100, fill out the form below, or email us to schedule your appointment.

DOWNLOAD: AEGIS Estate Planning Questionnaire

Contact an AEGIS Estate Planning Lawyer

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