facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Our Estate Plan Review Service Thumbnail

Our Estate Plan Review Service

Whether you updated your estate plan recently or years ago, you may have been given a large pile of documents from your attorney that somehow dictates how to distribute your estate upon your passing. However, it is oftentimes overwhelming and time consuming to read through all of the legal prose to be certain that your documents follow your desires exactly.

That is where our team can help. Instead of doing all of this yourself, we offer a comprehensive estate plan review process that aims to simplify your documents and apply it to your current assets to visualize  how exactly your estate will flow to your beneficiaries. This will ensure that your existing plan is tax-efficient and follows your desires. Our process is simple:

1. Gather Your Current Documents

The first step in the process is to gather all of your existing documentation. This includes your wills, trust and other pertinent estate planning documentation. 

2. Consult with Baird's Experts

Once we have your existing documentation, we consult with Baird's estate planning experts to review the current language of your documents and all of the parties involved in the distribution of your assets.

3. Create a Visual Summary of Your Estate Plan

Once the documentation is reviewed, we create and deliver a simple, visual summary of how your current assets will flow to your beneficiaries. It will look something like the example below:


4. Create a List of Considerations 

Upon review of your comprehensive summary, we discuss any pertinent estate planning considerations that can help optimize your current plan. We will then work with you to develop an action plan that will address any issues or changes that need to be addressed. 

The bottom line is creating and understanding your estate plan can seem like a daunting task, but with the help of our team we can conduct a full review to optimize your plan moving forward.

Interested in getting started? Contact us today to schedule your review:

Check the background of this firm/advisor on FINRA’s BrokerCheck.