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Estate Planning
In this section, you'll gather the personal and financial information that will help you create and formalize your plan. You'll also have the opportunity to nominate people for key roles in your estate as well as learn the basics of estate planning.
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Step 1: Start getting organized.
Prepare
- Find your documents
- Provide information to help plan
- Designate roles and wishes
Step 2: Build your plan
Create
- Select your team
- Share with your attorney
- Finalize and sign your documentation
Step 3: Complete final tasks
Step 3: Complete final tasks
Implement
- Let KALEIDOSCOPES help you as you implement your plan
- Plan your next steps
Prepare
Here's what you'll need to focus on
- Your loved ones
You'll start by providing important details about yourself and your loved ones. Things you'll want to focus on include biographical information, such as relationship status, citizenship, and other details that are relevant to create your estate plan.
- Your financial details
Next, you'll identify your assets (what you own) and liabilities (what you owe). This will help you and your attorney determine how you'll structure your estate plan.
-Your roles and wishes
Here's where you'll nominate people for key roles in your estate plan and consider how you'd like to pass on your assets.
Here's what you'll get back:
-Your Estate Planning Summary
When you're done, you'll receive an Estate Planning Summary of all of the information you entered.