The first thing you should do now is take a snapshot of your life. Print the Estate Planning
Organizer and spend 15-20 minutes to complete it. This will help you put
down on paper an outline of your assets and debts as well as enable you to visualize
your relationships and responsibilities and the issues raised by them that your
Will and Estate Plan will need to address.
Next, review the Estate Planning Library, FAQ’s, and Resources
sections of the website to learn about the various subjects and issues that may
apply to you and your family.
Then,
Create your account, which will allow you to utilize our proprietary, easy
to use, estate planning software that will walk you through the creation and completion
of your Estate Plan that includes a Will, Living Will, and Powers of Attorney
designed to convey your wishes and provide you the peace of mind of knowing you
have done everything possible to provide directions, resources, and a plan for the
continued well-being of your family after you are gone. The time and effort you
commit to preparing your Estate Plan will be one of the most important and thoughtful
gifts you provide to your family in your lifetime.
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