Estate & Succession Planning

Estate & Succession Planning
Digital Assets and Your Estate Plan
Digital assets include, but are not limited to, online accounts (e.g., social media, email, eCommerce, banking and investment), loyalty programs, cloud storage, domain names, and website content. Until recently, the idea of leaving a digital inheritance wasn’t generally a consideration for most people, but not anymore.
Estate Information Organizer
An essential Estate organizer.
Executor's Task List
If you are appointed Executor, our Task List will provide you with some guidance by describing the types of duties you will be required to perform.
Probate Planning
An overview of probate planning and fees.