STEP Members Provide Free Estate Planning to TCSAR Volunteers
A new local organization of attorneys, accountants, and other financial professionals has provided free comprehensive estate planning for Teton County Search and Rescue (TCSAR) volunteers. Members of the Wyoming chapter of the Society of Trust and Estate Practitioners (STEP) developed the project as an opportunity to express their appreciation for the risks TCSAR volunteers take every day. Members of STEP, generally the most experienced and senior practitioners in the field of trusts and estates, met with TCSAR volunteers and their families to discuss the benefits of creating an estate plan and determine each parties’ individual needs. They prepared drafts of wills and other estate planning documents, answered questions, and provided estate planning legal advice.
The project culminates Tuesday, February 26th, at 6:30 pm in the TCSAR offices. A group of STEP professionals will meet with the interested TCSAR volunteers and their families on Tuesday night to make final revisions and fully execute the estate planning documents. Christopher M. Reimer, an attorney in Jackson and Chairman of STEP Wyoming, indicated that STEP will continue to provide pro bono estate planning services and be available to all TCSAR volunteers, as needed.
STEP members assist families plan their long term financial future, facilitating good stewardship and financial planning across further generations. STEP members also help families comply with the often complex tax rules surrounding trusts, estates, and inheritance.