Estate Planning Process

This video covers the estate planning process when working with Elliott. This summary includes the next action items after a client’s initial consultation and how Elliott works with clients to ensure their plan is complete.

Feel free to contact Elliott Stapleton if you have additional questions.

Elliott also has videos on the following topics:

• Gifting Powers – Trust and Financial Power of Attorney

• Joint Trust Irrevocable

• Retirement Accounts transfer on death to a Trust

• Rule Against Perpetuities

• Supplemental Needs Trust

• Trustee Compensation

• Trust Personal Property Memorandum

• Trust Property Schedule

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