Integrated Estate Solutions offers a holistic overview of the various facets of your current estate plan and provides a comprehensive report which includes the following:
- A summary and analysis of the elements of your estate plan and how this fits with your current priorities and objectives.
- Identification of issues and gaps in your current planning and/or opportunities to enhance your current plan.
- Creation of a prioritized action list for you and your current professional advisors to act upon.
We can also coordinate the work that needs to be done by current or new advisors to implement any required changes.