Estate Planning begins with a planning meeting, to determine your concerns and goals for handling periods of incapacity and how the estate should be distributed upon death. We prepare wills, revocable trusts, durable powers of attorney, and advance health care directives for each client, to address those concerns and accommodate those goals. We assist with funding the trust by preparing a certification of trust, trust transfer deeds to transfer real property to the trust, assignments of LLC membership interests to transfer LLC membership the trust, stock certificates to transfer corporate stock to the trust. We give guidance on how clients will transfer their bank and brokerage accounts to the trust, and how they should complete beneficiary designations for retirement plans (IRA, 401(k)) and life insurance. In some cases we also create irrevocable trusts  such as irrevocable life insurance trusts (ILIT), charitable remainder trusts (CRT), or gifting trusts.  We advise clients on transferring assets to, and managing, the trusts.