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Comprehensive Estate Planning

Comprehensive Estate Planning

Our Process

lifetime-options-homeOur process at REAP, LLC. ensures that you and your family will develop a secure estate, financial, and income plan. This begins with a complete, NO OBLIGATION review of your current estate, financial, and income plan, which is paramount in recommending any alternative option that may be available to you. This process is our expertise, and can be completed in a timely manner.

The process of developing your estate plan is customized, tailored to your unique individual and family needs. It is also comprehensive, however; it does take time to fully implement. At REAP, it is important that you participate throughout this process, for you are the most integral part of this process.

Development of your estate plan is done in multiple stages, with attention to detail being a top priority. This process includes:

  1. Review Current Estate Plan
  2. Review Current Financial and Income Plan
  3. Gather Client Family Information
  4. Consultation and Review by Attorney
  5. Estate Plan Preparation
  6. Estate Plan Delivery and Implementation
  7. Filing of Deeds
  8. Coordination and Funding of Assets
  9. Income Planning
  10. Financial & Investment Advisory Services

Once this process has been completed, you and your family will possess a powerful, customized plan. It is tailored to meet your current estate planning needs, yet also is able to meet any needs that may arise in the future. For your no obligation review of your current estate, financial, and income plan, please call us at (855) 904-REAP.

Thank You!

David H. Morgan
M.S.F.S., CEA, RIA
Registered Investment Advisor

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