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.
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.
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.
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.