The Smart Estate Plan Protector ˢᵐ is a step in a 3-part process. Initially, we will discuss the benefits of this review as well as the problems that can occur if your beneficiaries are not properly documented.

Then, we will work with you to review all of your financial assets that may or should have beneficiaries assigned to them, allowing these assets to pass on to your heirs quickly and easily, as well as avoiding probate court and eliminating costly attorney’s fees.

Finally, we will help you to modify and refile your beneficiary designation documents as needed, to ensure that your assets are passed on to your estate in the manner you want.