Estate Plan Consultation

Estate Plan Consultation

The scope of services depends on the goals, objectives, and needs of each unique client.  Weyburn Trust's services may include:

  • Review, summarize and interpret existing or new estate plans
  • Referral to, and/or liaison with, experienced legal counsel to draft and implement plan
  • Estate Tax planning 
  • Gift Tax planning

Weyburn Trust works with clients and their estate planning counsel to understand their estate planning objectives, provide tailored information to estate planning counsel to optimize their time and knowledge, and summarize, interpret, and report on an existing or new estate plan, as well as provide an estate liquidity and disposition analysis.