Wills, Trusts & Estates

Our intent on this website and in your death preparation discussions is NOT to provide advice or detailed information regarding your wills, trusts, and estate plans! 

You need to consult and work with a lawyer in your home state to decide what works best for you and your situation.

However, it is important to distinguish between these three documents, so that you will understand why death planning and our When I Leave You guide (click below to download) are so important :

• An estate plan is comprehensive and includes documents that are effective during      your lifetime - such as a trust - as well as other documents that aren't in effect until your death - the will
• A will details where you want your assets to go at your death and can include additional information, such as who you would like to serve as guardian of your minor children
• A trust normally holds assets and is effective as soon as it is formed

What is important for you to do during your death planning process is to ensure that the information in any of these legal documents is included on your death detail preparation form, such as our When I Leave You guide. 

At a minimum, the  information you to include is:

• Name of your estate lawyer(s) and law firm(s)
• Address of your personal lawyer and the firm
• Telephone and email contact information for each individual and firm
• Name of the Executor of your estate
• Address of the Executor of your estate
• Telephone and email contact information for the Executor of your estate

Please be sure to have your Final Will signed and witnessed !

and

Give a copy of all of these documents to the Executor/Executrix of your estate!