What Should I Do Now? What Are My Next Steps?

  • Consider an appointment for a no-cost consultation
  • Complete an estate planning questionnaire
  • Relax and understand there is nothing to fear
  • Bring your current estate planning documents for a complete review
  • Consider whether you have an advisory team which includes your financial advisor and CPA
  • Prepare any questions or concerns you may have for discussion
  • Take the time to think – decide what is important to you and what your goals are

Contact the special needs planning attorneys at Elville and Associates to set up your consultation today!

Questions about getting started?
Contact us to find out more!

How Can I Begin My Estate Plan?