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.

Three generations of a family featuring a young son sitting on the shoulders of his father while looking down and smiling at his grandfather who is looking up at him

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.

Professional
Planning

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.

Easy
Organization

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.

Wondering what it’s like to be an Executor? Click Here to Learn More

A smiling grandmother standing at a countertop with a rolling pin in her hand while her grand daughter with a smile on her face hugs her from behind

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.

Contact us to learn more about our Executor Assistance Program

A large family standing on a beach at sunset. They are all holding hands and facing the water, away from the camera - We recommend estate planning for all families big or small

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:

  1. Identify your priorities and the various challenges your executor may face

  2. Define your estate assets and liabilities – financial and otherwise

  3. Gather and evaluate all the information your executor will need

  4. Create a guide to help your executor through their duties once the time comes

  5. Follow-up meetings to go over your estate plan and answer all your questions

  6. 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

Have questions? We're here to help.