Implement

For when estate planning advice isn’t enough: Great ideas are valueless without implementation.

Implementation can be complicated, and not all tax issues are easy to simplify. It is at this stage that miscommunication or misunderstanding can render a plan’s objectives invalid.

The Implementation step provides you with the opportunity to clearly communicate or document your rationale and intentions to those you will leave behind, helping to mitigate the risk of confusion that could cause or deepen rifts between beneficiaries.

Engage me to project-manage the implementation of the approved plan. I will collaborate with your advisers or recommended members from my trusted professional network to ensure that all legal documents are drafted and executed in accordance with the plan, and that ongoing compliance support is in place.

Charged on a time-spent basis