Quest’s estate planning services serve our customers by organizing complicated financial information in a simple way so that our clients can think about the organization of their assets to maximize their estate planning options.  With regard to estate planning services, we view the planning process as a consistent continuous plan that is constantly evolving due to changes in family dynamics, shifts in the economy, legislative and tax law changes, along with new opportunities that arise that contribute to the assets of the family, etc.  Once estate documents are signed the assets still need to be managed, retitled, reported on, and monitored in a consistent manner.