For your estate plan and the gift plan within it to work, it takes coordination of all your professional advisors to make sure you are creating the best plan. Your attorney meets with you to find out what your goals are and if there are special situations in your life needing attention. They will counsel you to choose the right legal tools to put together the final legal documents you need. You aren’t just buying documents. You hire a legal advisor. Your Christ Our Savior Gift Planning Counselor can help you get organized for your first appointment with your attorney, making that visit easier and more productive. Contact Jason Jones at Jason.Jones@lfnd.org or call him directly at (970) 988-0305.
