After signing your estate plan, you typically need to make updates to your accounts and beneficiary forms. Your Attorney will review these steps in detail during your Signing Ceremony and then you can begin making the necessary updates.
And at your Legacy Meeting, we’ll present your binder that holds all your estate planning documents, as well as Legacy Letters for you to capture in writing your insights, values, stories, and experiences. These Legacy Letters are resources we’ve created to help guide you in thinking through the intangible values, thoughts, and stories you would like to pass to your children and fiduciaries.
Also, we will record your Legacy Video where you can verbalize on video your memories, stories, or values.