Let's Get Your
Estate In Order
You’ve worked hard for years to earn everything you have. It’s time to make sure that it’s protected after you’re gone.
What is Estate Planning?
Whether you realize it or not, you have an estate to take care of. From insurance policies and investments to your material assets and beyond, this is everything you’ve worked hard to earn over the course of your life. Estate planning is the process of ensuring that your assets will be managed and distributed exactly the way you want - even when you are no longer here.
The most well-known part of an estate plan is having a will, but that’s just one piece of the puzzle. Thom & Associates, alongside your other planning professionals (such as your accountant and lawyer) will create a custom estate plan that offers peace of mind for you and your family.
More than just a will - we'll create a plan for you that takes care of your entire estate.
Help For Your Loved Ones
Having a plan in place now helps your executor carry it out in the future.
With our resources, getting started and staying up-to-date is simple and straightforward.
How do I know when to start?
Securing your estate plan is, without fail, vital to your family’s future. As you get closer to retirement, it becomes especially beneficial.
If you’re wondering about the best time to start planning, we suggest having a full estate plan in place long before you need it, ensuring that you and your loved ones are safe from being rushed into making extremely difficult decisions.
Could your executor benefit from
our Executor Assistance Program?
Resolving an estate is a major commitment that comes with a lot of paperwork. As Certified Executor Advisors, we offer a Executor Assistance Program helps reduce that burden, saving your loved ones from extra stress and time while they’re grieving.
What are the benefits of estate planning?
Arrange to have your guidelines followed with a step-by-step guide
Work with certified professionals to get support
Simplify this complicated process for your loved ones
Gain peace-of-mind with an official plan for the future
How does it work?
To create your Estate Plan, we work alongside you and any other planning professionals you may need, such as your accountant or lawyer, to go through a few simple steps:
Identify your priorities and the various challenges your executor may face
Define your estate assets and liabilities – financial and otherwise
Gather and evaluate all the information your executor will need
Create a guide to help your executor through their duties once the time comes
Follow-up meetings to go over your estate plan and answer all your questions
Receive your copy of Getting to The Heart of The Matter – Handbook for Executors so that you can oversee your plan and modify it as required