Everybody has an estate they need to consider – they vary in size, but everyone has one. The cornerstone of an estate plan is a properly crafted will making sure your intentions are documented.
Intent Planning will work with you to define your intentions and develop a plan to make sure the elements are in place when the time comes. A well-crafted estate plan will make sure your financial intentions are implemented and carried out when you are unable to do so.
Estate plans can be as simple or complex as they need to be to make sure your loved ones and wishes are taken care of. The team at Intent will work with you to explore your intentions and the options available to make sure all contingencies are planned for and your estate is defined and in order.