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 AttorneyAn 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 AttorneyYour 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.
Your Estate Plan is Ready For Your SignatureIt’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
Did you know that 64% of Americans do not have a will? Are you one of them?
Only 25% of people have made some kind of arrangements for their elder care.
Nearly 95% of people say their financial know-how is too low to create an estate plan on their own.