A will is generally not something you should do yourself (yes, even for you do-it-yourself enthusiasts).

A well-written will ensures a smooth transition of assets in a tax-efficient manner and reduces in-fighting and family breakdown over a contested estate. Poorly written or out-of-date documents can be invalid or can lead to unforeseen consequences and years of painful litigation and infighting. You spend your life building up your assets, why leave the transition of these assets to chance? At The Last Word, we believe that you should bring the same care and attention to the disposition of your assets as you did in growing those assets during your lifetime. That’s why our approach is to develop an Estate Plan that will grow with you. We look at your goals and assets and ensure that your will accurately reflects those goals and protects your assets.

Your unique circumstances will influence the factors we consider in developing your Estate Plan. For example, if you have just bought a house or are starting up a business, your needs are different from someone who is getting remarried or having children.

We will develop an Estate Plan that ensures that you, your assets, and your loved ones (no, we didn’t forget the dog) are protected, and then ensure that everything is properly drafted and signed to make sure that the plan is in place.

Developing and finalizing your Will with us is remarkably easy.

Your Estate Planning includes a Will, an Enduring Power of Attorney, and a Personal Directive. These three documents will protect you, your loved ones, and your assets. Our team provides personalized advice and ongoing client care to ensure that your documents are best suited to your unique needs.  

Book a consultation if you’d like to talk more about your Estate plan and how we can make sure that you get The Last Word.

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Craig helped us prepare our wills, powers of attorney and personal directives. Our situation was a little out of the ordinary, and we appreciated his insights and guidance (and particularly his patience) while we determined how best to set up our estate. In fact, we value his expertise so much that we have also appointed him the eventual executor of our estate.

Merge & Al Sunderji