Estate Planning Made Easier
Having an estate plan is important. Getting it organized, completed, and properly implemented is often the harder part.
Granite Financial’s Estate Plan Consulting helps coordinate the process from start to finish.
Choose the Plan That Fits Your Needs
Our service also includes assistance with implementation, such as beneficiary and account ownership updates, notarization when appropriate, and follow-through to help ensure your estate plan is completed.
Estate Plan Consulting is available exclusively to current Granite Financial clients and their family members.
Is This Service Right for You?
Our Estate Plan Consulting is designed for simple, straightforward estate planning needs. Clients with more complex estates, unique family or property circumstances, business interests, tax planning needs, or other legal considerations may be better served by working directly with an estate planning attorney.
Ready to take the next step?
Schedule a 15-minute introductory call to learn how our Estate Plan Consulting works, what’s included, and whether it’s a good fit for your needs.
Important Disclosure
Granite Financial and its representatives are not attorneys and do not provide legal or tax advice. Our Estate Plan Consulting program is designed to help clients organize and coordinate their estate plan, facilitate access to third-party resources for document preparation, and assist with implementation, including beneficiary and account updates and notary services when appropriate.
Legal documents are prepared through independent third-party providers and/or licensed attorneys. Clients are responsible for reviewing and approving their estate plan decisions and documents and should consult with a qualified attorney or tax professional regarding legal or tax questions specific to their circumstances.