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So call us today! Create an Inventory of Your Possessions. ... Consider Your Family's Needs After Your Death. ... Decide Who Your Beneficiaries Will Be. ... Indicate How You Want Your Estate Divided. ... Store Your Documents Properly. ... Update Your Estate Plan Regularly. ... Seek Help from a Trusted Estate Planning Lawyer.
Checklist for getting your affairs in order Plan for your estate and finances. ... Plan for your future health care. ... Put your important papers and copies of legal documents in one place. ... Tell someone you know and trust or a lawyer where to find your important papers.
Trusts. There are several ways to plan your estate, but the most common include the revocable living trust and the last will and testament. Together, they comprise the majority of people's estate planning.
Make your estate plan digital-savvy Make a list. Start by listing your digital assets so your loved ones know what you have and where they can find it. ... Understand what you really own. ... Back up data stored in the cloud. ... Provide consent in legal documents.
Common estate planning documents are wills, trusts, powers of attorney, and living wills. Everyone can benefit from having a will, no matter how small their estate or simple their wishes. Online estate planning services offer basic packages for less than $200.