Are you procrastinating about your estate planning? If you’ve been postponing it because you’re just not sure how to get started, here are some helpful steps.
Organize your financial information.
Make a list of all the people you want to inherit from you.
Think about how and when you want these people and/or organizations to inherit from you.
Think about who you want to be your executor (if you have a will) or your trustee (if you have a trust).
Think about who you would want to make health care decisions for you.
Write down your thoughts and questions as you go along.