What to Know Before Beginning the Estate Planning Process

Lori Ashmore Peters
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Helping Dallas area families with all of their legal Estate Planning, Probate and Business Planning needs.

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.

Do You Need The Guidance Of An Experienced Estate Planning Attorney?

If you find yourself thinking more and more about how to preserve your assets for your family you should speak with an experienced estate planning attorney as soon as possible. Contact us online or call our Dallas office directly at 214.559.7202.