Estate Planning

1. Register and get started

Once you have completed your needs assessment, you will be [...]

By AO - HOS Admin|2021-08-04T23:15:17+00:0028/07/2021|Estate Planning|Comments Off

2. Review call

You’ll receive a review call from one of our advocates [...]

By AO - HOS Admin|2021-08-04T23:15:41+00:0028/07/2021|Estate Planning|Comments Off

3. Recommendations

Once we have agreement on the recommendations and we clearly [...]

By AO - HOS Admin|2021-08-04T23:16:07+00:0028/07/2021|Estate Planning|Comments Off

4. Collect information

We may require additional documentation or details from you to [...]

By AO - HOS Admin|2021-08-04T23:16:29+00:0028/07/2021|Estate Planning|Comments Off

5. Legal Review

Once your wishes and relevant documents have been collated, your [...]

By AO - HOS Admin|2021-08-04T23:16:47+00:0004/08/2021|Estate Planning|Comments Off