Estate Planning

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Formally appointing decision-makers and declaring your personal and financial wishes are important steps towards providing peace of mind for you and your loved ones. We regularly advise clients on administrative issues, estate and trust taxes, and serve as a resource for their beneficiaries.

As a firm, we pride ourselves on establishing long-term relationships with our clients, which often result in a deeper personal understanding of their financial circumstances. Whether you’re a current client or new to the Stewart & Kett family, we offer a standard of compassion that brings both ease and expertise to your estate planning.

Our estate planning services compliment and enhance the work of an estates lawyer who will add legal advice to the foundation we lay*. Though a WillPower of Attorney for Property and Power of Attorney for Personal Care are three different documents, the financial planning for all three is often done simultaneously.

Our unique process provides:

  • Clarification of relevant concepts
  • Alternative strategies and in-depth discussions on which are best for you
  • A full review and explanation of your draft documents from a family and financial planning perspective

*If you don’t have an estates lawyer, we’d be pleased to recommend one to you.