Burr-Law - Estate Planning Lead Magnet - Flipbook - Page 2
Table of Contents
Introduction
03
1.1 Importance of Estate Planning
1.2 Who Needs Estate Planning?
The Estate Planning Team
03
2.1 Assembling Your Team
2.2 Roles and Responsibilities
Inventory Your Assets
04
3.1 Financial Assets
3.2 Real Estate
3.3 Personal Property
3.4 Business Interests
3.5 Digital Assets
Assess Your Liabilities
04
4.1 Mortgages and Loans
4.2 Taxes
4.3 Other Debts
Identify Your Beneļ¬ciaries
04
5.1 Immediate Family
5.2 Extended Family
5.3 Charitable Organizations
Essential Estate Planning Documents
05
6.1 Last Will and Testament
6.2 Durable Power of Attorney
6.3 Healthcare Power of Attorney
6.4 Advance Healthcare Directive
6.5 Revocable Living Trust
Planning for Incapacity
7.1 Guardianship and Conservatorship
05