In order to carry out the estate planning process you need to collect all the information specified for planning Wills and powers of attorney (property and care). This includes financial information about beneficiary and plan designations as well as property that may be governed by rights of survivorship, a copy of any agreements that can affect your ability to deal with assets such as family law agreements and shareholders agreements, and a list of all financial obligations to creditors and others. On the health care side, you need to review current issues you may be facing as well as examining your expectations about how your care will be approached on a moral or philosophical level.

For assistance, please use the PDF Get Started – Estate Planning (long or short form) booklet available on the Forms page.