How to Get Started with Your Estate Plan
My clients tell me that making an estate plan is one of the most satisfying acts that they have ever taken. It's a load off the shoulders knowing that family/loved ones are going to be taken care of. And it 's even better when you can reduce costs and maximize the benefit. A good estate plan now is far less expensive than the cost of probating an intestate estate later.
Here's what you will need to get your peace of mind:
List of Assets
List of Liabilities
List of Family Members with addresses and birth dates
An idea of what you would want to happen to your property in the event of your death
Names and addresses of persons you trust to carry out your wishes
Family circumstances vary so there are no two estate plans alike. I will take your ideas and turn them in legal documents that will help assure that your wishes are carried out.