In this free Will Planning Guide, we will first spend some time talking about the key elements of an estate plan, the documents you should have, and some charitable giving ideas you might want to incorporate into your estate plan.
Then you’ll have the opportunity to record personal and financial information that you need to share with your family and to create your estate plan. (Note: if you are married or have a partner, it will be most helpful if each of you complete separate information inventories.)
Finally, we end with some frequently asked questions and answers. Let’s get started.