How do I know what documents I need in my estate plan?

Most estate plans include a will, living will, and powers of attorney. But your plan may also include other documents to address your situation and needs.

At the beginning of the estate planning process, you and Jon discuss your personal and financial circumstances in detail and identify your estate planning goals. He guides you through the entire estate planning process, step by step, explaining the legal documents that should comprise your plan and making sure that you understand what each document accomplishes. Jon always answers your questions and addresses every concern. The high level of his professional skill and his personable manner provide you with confidence throughout the process.