Create an estate plan

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If you don’t have an estate plan in place already, PLEASE get one drafted up, now.

The ROI is dramatic:

Attorney’s fees to draft up a full estate plan including a trust, power of attorney, health care proxy, all the guardian designation documents: ~$5,000.

Cost to go through probate if you don’t have a trust when you die: ~5-10% of your estate, plus all assets tied up for 9-12 months.

In Episode 250 of Unleashed, trust and estates attorney Maureen Pritchard discusses:

  • What information you should gather before meeting with a trust and estates attorney?
  • What is the benefit of creating a will?
  • What are the benefits of creating a trust?
  • What are the considerations in designating a guardian for your children?
  • What other documents, besides a will or trust, should be included in an estate plan?
  • How much will it cost to have the documents prepared?
  • Why not use LegalZoom?
  • How to select a trust and estates attorney

Maureen generously provided these files to get you started: Estate Planning Worksheet, this Will Design Sheet, and these 12 tips for guardianship.