PRE-PLANNING “FOUNDATIONS™” SERVICE – *Unique to the Tessier Law Firm*
The hardest part about planning for your future is often getting your paperwork together and organized, sorting through records built up over many years. Whether you have your bills, statements, insurance and investment documents in files – or random piles – we will get you organized! We can provide standalone personalized 1:1 time in your home or designated location to sort, organize and review financial, insurance and legal documents and critical paperwork, helping you identify what to keep and what to securely discard (which often requires a legal eye). We can provide an Assets and Liabilities spreadsheet and Budget Template so that you can get a clearer picture of your financial health, and prepare you for the necessary legal and financial next steps.