Estate Planning & Administration

Create an inventory of your personal assets to ensure all items are addressed.

Consider life insurance options or expansions to protect your family.

Determine who will take care of your children, if applicable, in the event you are unable to do so.

• Last Will and Testament
• A trust(s)

Advanced directives may include:

• Power of attorney
• Health Care Power of Attorney
• Living Will

Document the individuals or institutions to include in your plan.

Capture your wishes in a formal document, ensuring it’s signed and notarized.

Establish the lead resource to execute your plan – whether that be an 1834 wealth professional or a designated individual.

Capture changes to your plan as your needs evolve.