The first step is to contact an AmeriEstate Legal Plan for a free consultation.
- Decide who you want to inherit your property and in what proportion. Create an inventory of your assets and list of debts. The initial inventory need not be detailed, but it should cover major assets and who should inherit those assets upon your death.
- Decide who you want to name as guardian and conservator for your children if they are minors at the time of your death. Your attorney can explore several estate planning documents with you that provide income for your children while protecting the corpus of their inheritance.
- If you have a child or other relative with special needs, how do you want to care for this person after your death?
- Do you have a business? If so, who do you want to inherit your business?
