What to Know Before Beginning the Estate Planning Process

There are 4 important things to consider before you start the estate planning process. This information will give your estate planning attorney a place to start when putting together a list of options for you.

1. What are your goals and objectives?

2. What does your estate consist of?  (It’s important to write down a complete list of your assets.)

3. What assets are probate and nonprobate?

4. Which assets are community property and separate property?

Our book, Do I Really Need a Will, explains the difference between probate and nonprobate assets and community and separate property along with other helpful information on the estate planning process.