Getting Ready For Your Own Estate

You can never be too prepared

  • Two women sitting at a table, reviewing and writing on documents and papers, in an office setting creating a will

    Create A Will

    Contact your legal team and clearly outline how you want your assets distributed and name an executor to manage your estate.

  • A coastal landscape with green and gray bushes in the foreground, a sandy strip in the middle, and a cloudy sky with a few people walking along the beach near the ocean in the background.

    Set Up Power of Attorneys

    Designate someone to handle your financial and medical decisions if you become unable to do so.

  • Modern house with wooden and white exterior, large glass window, set against mountainous landscape with grassy foreground.

    Organize Important Documents

    Gather all essential documents—wills, insurance policies, property deeds, bank accounts, and digital passwords—and store them securely.

  • Preparing for taxes for an estate sale

    Plan for Taxes and Debts

    Your legal team will make sure you understand potential tax obligations and ensure debts are accounted for in your estate plan.

  • A family of four walking on a grassy field during sunset, holding hands, with trees in the background.

    Consider Trusts

    Set up trusts if you want to manage how and when beneficiaries receive assets.

  • Group of five people sitting on a log overlooking a mountain landscape with green hills and partly cloudy sky while discussing real estate and estate sales

    Communicate Your Wishes

    Discuss your plans with family members and trusted advisors to avoid surprises and confusion. Review and update your estate plan regularly to reflect life changes like marriage, divorce, or new assets.