Here are four steps to help you begin your estate planning:

  • First, gather information about your assets, including retirement funds, bank accounts, and real property.
  • Second, think about the people and organizations that matter most to you and how you would like to provide for them.
  • Third, think about who you would like to serve as your executor or trustee.
  • Fourth, meet with a professional. If you do not have an attorney in mind, your local bar association can make a referral.

You can also start your estate planning for free using our online tool.