Create an Estate Plan

An estate plan is a comprehensive roadmap outlining how you want your assets to be distributed and your affairs handled after your death or incapacitation. It encompasses legal documents, strategies, and designations that ensure your wishes are carried out and your loved ones are protected.  An estate planning session is a meeting between an individual or family and an WMFA estate planner to discuss the individual's or family's assets, liabilities, and wishes for their estate. The attorney will use this information to create a comprehensive estate plan that will help the individual or family achieve their goals. What to expect during an estate planning session: Gathering information: The attorney will start by gathering information about the individual's or family's assets, liabilities, and wishes for their estate. This may include information about their property, investments, debts, beneficiaries, and any specific instructions they have for their estate. Identifying goals: The