14-Point Analysis

Our unique 14-point analysis will determine if your existing estate plan provides you with the level of protection you want and need for your family.

What makes Preston Estate Planning unique is that most of the people who hire us already have an estate plan. What they find valuable in working with us is our ability to identify and correct the hidden mistakes that exist in their current plan.

It’s like checking your parachute before you jump. Our unique 14-Point analysis helps uncover omissions and inconsistencies in your plan. In many cases, we find that 10 or more of the items we believe are important are missing from those documents. That’s because the focus of most estate plans is on what happens when you die, not what happens while you are alive.

We fix trusts. If you already have an estate plan our 14-point analysis will determine if your existing plan provides you with the level of protection you want and need for your family.

Request a Consultation

Fill out the form below to make an appointment for a free 14-Point analysis. You may also contact our office at (800) 698-6918.