Estate Planning

Estate planning is an integral component of holistic planning. The proper planning can have a monumental impact on your loved one’s life. Documents such as power of attorney, end-of-life planning and designated beneficiaries must be accurate and up to date.

As part of the estate planning process at OneTeam Financial, we offer an organizational Family Estate binder as a tool to evaluate your current plan and fill in any gaps you may have. We coordinate with legal professionals for advanced planning needs.

• Family Estate Organizer
  
• Beneficiary Designation Review
  
• Family Succession Plan
  
• Probate Avoidance Strategies
  
• Vets assisted living facilities
  
• Legal Document Review
  
• Collaboration with trust & estate attorney

Contact us to set up a call to discuss how we can help with your Estate Planning needs today.