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Lucas Estate Planning

Estate Planning

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 Estate Planning 

 

Estate planning today requires more than just a will to protect your needs and wishes in the event of a death or disabling event. 

As part of the organization process, Lucas Estate Planning provides clients with a customized binder, which serves as a practical resource to organize each clients pertinent financial information, legal forms, insurance policies and much more.

 

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.


Once your estate is in place, the professionals at Lucas Estate Planning will regularly review your estate plan to ensure all of the information is updated and working in conjunction with your goals.