Planning What You Need to Estate Plan

What do you need to gather to prepare your estate plan?

Depending on your age and situation you will need different things.

If you are considering putting together an estate plan or updating an existing one, there are a few things you should prepare.

Below are items that you should consider in preparation for an estate planning consultations:

  1. Guardians and Conservators for Minor Children
  2. Trustees, Personal Representatives, and Agents Under Durable Power of Attorney
  3. Patient Advocate Designation and Living Will
  4. Personal Property
  5. All Other Property
  6. Charitable Bequests
  7. Distributions to Beneficiaries
    • When and How Should Beneficiaries Receive
    • Equalizing Portions
    • Other Considerations
  8. Pets
  9. Information to Gather
    • Information regarding your assets
    • Contact information for Beneficiaries and Fiduciaries
    • Estate Planning Documents previously prepared
    • Other Documentation pertinent to your estate

This list is for guidance in preparing. Please consult a board-certified estate planning attorney in your area to complete your estate plan.

Call the Law Offices of Debra G. Simms at 386.256.4882 to learn more. We are currently offering free consultations via video conference to assist you with your needs.

This blog post is not case-specific and is provided only for educational purposes and is not intended to provide specific legal advice. Blog topics may or may not be updated and entries may be out-of-date at the time you view them.


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