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.
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..
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
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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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