Laureate Planning (Estate Value in Excess of $20 Million)

3. Professional Evaluation

Once we have Gathered your Estate, our Team will perform a Professional Evaluation of your family and estate information to prepare for our scheduled Laureate Planning Visit. Depending upon the size and complexity of your estate, we will establish a time-frame for completing our Professional Evaluation. In many instances, this is accomplished within 2-4 weeks of our Introductory Visit. We organize all of the information to be accessible to you, our firm's Team Members, and often your other professional advisors.