Eckert Byrne
At Eckert Byrne, we strive to maintain ongoing relationships with our clients well beyond the planning stage. Through our client maintenance programs, we connect with our clients on an annual basis to ensure their estate plan is seamlessly kept up-to-date in light of any applicable changes in the law. For clients with adult children, we offer vital disability planning documents designating financial and health care agents to act when the child cannot handle their own affairs. Offering probate and estate administration services, clients can assure their loved ones that they have a place to turn when the time comes to administer their estate plan.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Irrevocable Life Insurance Trusts (Ilit)
- Standalone Retirement Trust (Srt)
- Spousal Limited Access Trusts (Slat)
- Client Maintenance
- Estate Admin/Probate
- Estate Planning
- Guardianship/Conservato.
- Add. Tools & Services
- Trustee Services
Sentiment Analysis
They have explained each step of creating an estate plan in clear language and helped me create a comprehensive plan.
It was a pleasure working with everyone on the team!
The team is so helpful and kind.
Positive Responsiveness, Quality, Professionalism, Value
Kristin has gone above and beyond to make me feel like my needs are thoroughly met and really explained the estate planning process in detail.
Patient in explaining all of the intricacies of an estate plan.
My wife and I are happy to have worked with Eckert Byrne to help us design an estate plan that best suits our family.
They were highly skilled, on time, organized, thoughtful and patient in educating and walking us through the excellent estate planning process they have created.
Excellent, personal, attentive service.
I highly recommend using Eckert Byrne for any estate planning needs.
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