What Is Estate Planning?

What is Estate Planning?

At first, many people are surprised when we start talking about estate planning. The conversation often begins with: “I just need a Will.”

But good estate planning is so much more than simply writing a Will. It’s about making sure you have the right documents in place to protect yourself, your loved ones, and your wishes — now and in the future.

We’ve created a free, easy-to-read download to introduce you to the concept of estate planning. It will help you think about what you already have in place, and whether you might need to consider more than just a Will. Make sure you also check out our Wills & Estates Page for further info on the friendly estate planning services we offer.