Managing the Complexity of Estate Planning

At Schechter, we understand the intricacies involved in estate planning and are committed to providing you with a thorough review of your existing plan. Our team of experts will work closely with you to ensure that your estate plan aligns with your goals and works to provide the desired protection for your assets and loved ones. 

For us to carefully draft your personalized guidance, we need as much information as possible to facilitate our discovery process. We kindly ask that you upload any applicable items listed below via our secure portal at least one week prior to meeting with us. 
 

What We Need to Complete an Estate Plan Review

• Current Estate Planning Documents
  • Last Will and Testament
  • Revocable or Irrevocable Trust Agreements
  • Power of Attorney (Financial and Medical)
  • Living Will or Advance Healthcare Directive
     
• Beneficiary Designations
  • Current beneficiary designations for life insurance, retirement accounts, and other financial accounts
     
• Family Information
  • Details of any special needs or circumstances for beneficiaries
     
• Financial & Tax Information  
  • Current Year PFS
  • Recent tax returns
  • Any previously filed gift tax returns (if applicable)
     
• Business Activity
  • Ownership, Structure, Tax Status
     
  • General Financial Information
  • Applicable business planning material, buy/sell agreements, etc.
     
• Other Relevant Documents:
  • Pre- or post-nuptial agreements
  • Divorce decrees or child support agreements
  • Any other legal agreements affecting your estate
     

By providing these documents and information, our team at Schechter can conduct a comprehensive review of your estate plan. This will help ensure that your plan is up-to-date, tax-efficient, and aligned with your personal and financial goals.  We look forward to working with you to secure your legacy.