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Estate Planning Preparation Guide
Overview
Preparing for estate planning is an important step in ensuring that your wishes are honored and your loved ones are taken care of. Here’s a guide to help you get started.
Expert
Hively
Hively can make a fulfilling
Steps
1
Understand the Basics of Estate Planning
Learn about the fundamental components of estate planning, including wills, trusts, and powers of attorney. This foundational knowledge will empower you to make informed decisions.
Understanding the basics will provide clarity on what specific documents and decisions are necessary for your unique situation.
1 month
1 hour 48 min
2
Consult with an Elder Law Attorney
Schedule a consultation with an elder law attorney who specializes in estate planning. They can provide personalized advice based on your specific circumstances.
A professional's guidance can help you navigate complex legal requirements and ensure your estate plan aligns with your goals.
1 month
54 min
3
Join an Estate Planning Webinar
Participate in an upcoming webinar focusing on estate planning strategies and tips. This is a great opportunity to learn from experts and ask questions.
Webinars allow you to gain insights from experienced practitioners and connect with others who are also navigating estate planning.
4 weeks
54 min
monthly
4
Explore Member Experiences
Read stories and quotes from other Hively members about their estate planning journeys. This can provide inspiration and practical tips.
Hearing from others can help demystify the process and provide real-world examples of what to consider.
1 month
54 min
5
Create a Personal Estate Planning Checklist
Develop a personalized checklist that outlines your estate planning goals, necessary documents, and any questions you have for your attorney.
Having a checklist will keep you organized and ensure you cover all necessary areas in your estate planning process.
1 month
54 min
Duration
Dates
5 months