High net worth widow knew how she wanted her estate plan handled at death, but was not confident her estate planning attorney understood her desires and therefore had not updated her estate plan in years. After an in-depth review of her finances and objectives, DeAngelis Legal proposed a comprehensive estate plan which achieved her goals of protecting her family’s investments while providing for her family’s various needs. It also solved some complex estate planning administration issues as well. DeAngelis Legal also worked with the client and her family to design a plan that all parties understood. DeAngelis Legal drafted the documents necessary to implement the new estate plan.
