Initial Consulation - Estate Planning
Initial Meeting to Discuss Your Estate Planning Goals and Objectives
Service Description
What can I do to prepare for the consultation? - Consider how you would like to have assets distributed upon your passing - Consider who you would like to handle the distributions - Consider who you would like to act as an agent in the event that you are unable to handle your own affairs - Consider who you would like to make medical decisions on your behalf in the event you become incapacitated - Consider what measures, if any, you would like to have taken in the event that you are incapacitated and determined to be at the end of life Please ensure that you have up to date contact information for anyone you wish to have involved in your estate plan.
Contact Details
(814)762-4193
adrianne@compassestateplan.com
