Clients of the Khalsa Law Firm receive their own customized estate plan review video. This 40-minute final signing video walks clients and their loved ones through the components of their estate plan, what each document does and their specific plan choices.
This final signing video explains how your Family Wealth Trust works, outlines the planning choices you have made, reveals how family will receive their inheritance, and provides step-by-step guidance for your heirs and those managing your trust estate. You will review this video during the Signing Ceremony meeting and then sign your documents after watching it. This personalized video will be given to you so you will remember, and family members will know the details of the estate plan and how to implement it when the time comes.
In other words, this video is customized to each of our clients so that your final wishes are carried out as you have intended. In this manner, your heirs or anyone following up with your estate plan, will know exactly what you have laid out for your Trust. Everyone will know exactly what their part is with regard to your estate plan, along with their next steps in the process of executing your Trust.
Clients are given a flash drive containing the video and it is also included in your secure portal on our website so you are able to download it anytime you wish and from any location. Take comfort in the fact that your heirs will gain peace of mind after you are gone — and you can have the same peace of mind while you are still here. We are grateful to be able to provide this final signing video as part of the services that we provide you and your family members.
To learn more about this unique service, feel free to reach out to us here.