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What is the purpose of an estate plan? What are the 3 major components of an estate plan? 

These are just a few of the most commonly asked questions about estate planning. This pdf download will answer some of those questions and more.  

This workbook includes pages of fill-in-the blank questions and prompts to get your affairs in order and take steps to prepare your estate plan.

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Chapter 1: What is an estate plan and why is it important?

Why do you want an estate plan? Why is preparing your estate plan important to you? This chapter explores you "why," your goals and wishes.  

Chapter 2: What are the steps to prepare my estate plan?

How do I set up an end of life plan?  The first step is to schedule a consultation with an estate planning lawyer in your state. 

Chapter 3: What are the major components of an estate plan?

What is the difference between a will and an estate plan? Do I need a will even if I have a trust? This chapter focuses on the major components of an estate plan: last will and testament, power of attorney, and advance directive for health care.

Chapter 4: Trusts

There are different kinds of trusts. They're not just for ultra wealthy!  In addition to reference to other trusts, Special Needs Trusts are featured in this chapter.

Chapter 5: My estate planning documents are done. Now what?

There is more work to do! You want to make your incapacity or death as easy on your family as possible..

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There's More!

Get these estate planning and in case of emergency information packet pdf downloads!

Get your affairs in order with these downloadable forms. Make life easy for you and your family if you suddenly become very sick or die unexpectedly. Have all the important information at your fingertips!

$6.99

Buy these pdf downloads
  • www.huntsvilleestateplanninglawyers.com

  • tanya@huntsvilleestateplanninglawyers.com

About Tanya

Tanya is an estate planning attorney in Huntsville, Alabama. She's dedicated her 20+ years as an attorney helping clients through tough family matters and prepare for the future.

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© Copyrights by Tanya Hendrix. All Rights Reserved.

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Take the 1st step to prepare your estate plan. 

Easy to read and work through. Don't delay preparing your estate plan any longer.

Sign Up and receive Free Book in pdf to download

I confirm that I am at least 16 years of age or older

I have read and accept any EULA, Terms and Conditions, Acceptable Use Policy, and/or Data Processing Addendum which has been provided to me in connection with the software, products and/or services.

I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

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