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

9. Laureate Plan Implementation

We assign every detail of the plan to the appropriate advisors for immediate action. Each advisor provides you with a detailed plan and implementation schedule. During this period, we will prepare the legal instruments necessary to carry out your planning objectives (such as, trusts, business organizational documents, or buy-sell agreements).

The Laureate Plan Implementation culminates in your Signing Ceremony. It is during the Signing Ceremony that we review the documents together and identify how they accomplish your specific wishes. We generally schedule 2-4 hours for this Signing Ceremony.