Estate planning is like people. There are really no to estate plans that are exactly alike. The reason for this is because each individual has unique needs and goals when creating their estate plan. Because of this when I am helping an individual complete their estate planning we often use the team approach. The team approach is simply where we include all other professionals that the person completing their estate plan has that helps them in different areas of their life. The following is a short list of the types of people who should be included on your team when you are completing your estate plan.
ATTORNEY