Estate planning is more than just about whether you need a will or a trust. Estate planning is about protecting what you value for your loved ones and heirs. It involves coordinating an integrated financial and legal plan.
As part of the organization process, The CJ Berry Group assists clients in preparing their own personal Family Estate OrganizerTM binder, which serves as a practical resource to organize your financial life for you and your loved ones. This organizer can contain all of your relevant legal documents and financial information in a single, protected place. Your organizer can include living wills, tax returns, beneficiary-designation forms, powers of attorney, even usernames and passwords to your financial accounts. Think of it as Estate Planning 2.0.
The CJ Berry Group along with The Elder Care Firm estate and elder law firm can help you have an integrated legal and financial plan.
Once your estate is in place, the holistic advisors at The CJ Berry Group will regularly review your estate plan to ensure all of the information is updated and working in conjunction with the other aspects of your comprehensive financial plan.