Walkner Condon Financial Advisors partners with Thoughtful Wills to offer “The Works“!
The Works includes:
Probate-Avoidance Trust (if you’re married/partnered, please click here)
Will that dovetails with your Probate-Avoidance Trust
Durable Power of Attorney for finances
Health Care Directive
Lawyers at Thoughtful Wills mail tabbed, signature-ready documents to you – then review to make sure everything is correctly signed
Please note: by purchasing “The Works”, you authorize Thoughtful Wills to send progress updates to Walkner Condon Financial Advisors. If you don’t want Thoughtful Wills to send progress updates, please click here to configure your purchase.