Estate planning is more than what happens to your assets after you die. It’s also ensuring the necessary tools and instructions are in place for your care throughout your lifetime. Therefore, our services are designed to provide you, and your loved ones, with peace of mind through life’s most difficult transitions.
You Are Not Alone
We understand that organizing your estate information and documenting your wishes can often be an overwhelming task. Estate Savvy will never leave you with a generic task list to complete on your own. We will be there, in person, to assist and guide you throughout the process, as much as you may need.
This means that, in addition to our in-home documentation services, if you’re uncomfortable meeting on your own with your attorney, financial planner, accountant, etc., we’ll be happy to attend the meeting with you to ensure all your questions are fully answered. We will also take thorough notes throughout the meeting. You can then review the details at your convenience to make sure none of your wishes have been overlooked.
How It Works
- We start with a complimentary in-home consultation to discuss your goals and any questions you may have.
- We will set a mutually agreeable time to help you sort your personal papers. Together, we will determine what is current, what has expired, what documents need to be kept, and what can be discarded/destroyed.
- We conduct a detailed and comprehensive estate audit.
- Create and customize your Savvy Life Book.