Delivery and Funding


Securing and Funding Your Estate Plan: Final Steps to Ensure Comprehensive Protection

Once your plan is finalized, and all relevant documents secured, we gather signatures and guide you through the funding process. Funding is re-titling all financial accounts and/or changing beneficiary designations to address the newly formed estate plan. This is also the perfect time to invite children or other appropriate relatives to partake in a review of the critical documents. It is important to ensure that key family members understand the components of the estate plan, the location of documents, and how to access expert advisors. We will also review with you each and every important asset within your estate, including but not limited to:

  • Real estate
  • Bank accounts
  • Investment accounts
  • 401K's
  • Life insurance policies 

A subject matter expert specifically manages all aspects of this very important final leg of the journey.

All of this can feel rather overwhelming, but it need not be. Generations Legal Services is here to provide expertise and careful guidance in charting the course step by step for one of a family's most important and often complex journeys.

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