Estate Planning and Administrative Support

How It Works

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Professional support provides advice and direction in coordinating a dual-business purpose plan for uninterrupted continuation of business operations and ease of transition of business ownership.

Estate Planning and Administrative Support from GBS also helps you plan for the various contingencies for designated beneficiaries.

Estate Planning Solutions

Using GBS professional experience in collaboration with an estate planning attorney, both personal and business documents will be prepared for end-of-life decisions and methods for transferring ownership to successors.

Administrative Support Definition

GBS can assist and serve as a professional collaborator, responsible for interacting with you and your estate planning attorney to minimize time needed to develop and execute estate plan documents.

Document Components

Individual plan documents could include Will and Trust, Durable Power of Attorney for Financial Matters, Durable Power of Attorney for Health Matters, Living Will, HIPPA Release, and Assignment of Digital Assets.

Business plan documents could include Transfer of Ownership Agreement, Business Continuation Agreement, Business Buy-Sell Agreement, and Cross-Purchase Buy-Sell Agreements. Other documents may be needed in specific situations.

Estate Planning Data Security

Be confident that your personal and business estate planning information is secure. Your personal and business security and data privacy is protected with advanced security systems that provide 24/7monitoring.

Online Convenience

It’s fast and easy to provide virtual collaborative meetings, scheduled via Zoom or GoToMeeting, and to include GBS’s professional staff in your estate planning processes.

Getting
Started

Say goodbye to having no estate plan and hello to our professional assistance with your personal and business estate planning by clicking on the link below to get started today. Once you complete the form, one of our team members will contact your to discuss your needs and how we can best serve as your estate planning support.

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Personalized financial guidance

Get in touch with us today to find out how GBS can help grow and protect your business.

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