Not sure where to begin? Use our simple Estate Planning guide to get started.
      SLF_new_logo_colour_smallSLF_new_logo_colour_smallSLF_new_logo_colour_smalllogo 2
      • Home
      • Estate Planning Attorney
        • Estate Planning
          • Revocable Living Trusts
          • Wills
            • Pour Over Wills
          • Financial Powers of Attorney
            • Power of Attorney
          • Advanced Healthcare Directives
          • Revocable Living Trust vs. Will
          • Guardianship Lawyer
          • Living Trust Lawyer
          • What is Probate?
        • Advanced Estate Planning
          • Irrevocable Trusts
          • Irrevocable Life Insurance Trusts
          • Special Needs Trust
          • Dynasty Trusts
          • Grantor Retained Annuity Trusts (GRATs)
          • Qualified Personal Residence Trusts (QPRTs)
          • Gifting Strategies
        • Trust Administration
        • Alpha Legacy Plan
        • College Pack Plan
        • Federal Estate Taxes
      • About Us
      • Our Team
        • Kern D. Singh
        • Sharmila K. Singh
        • Sharon Gucor
        • Gavin Brar
        • Michelle Alexandra Gonzales
        • Esteban Santillan
        • Duke Singh
      • Areas We Serve
        • Alameda County
          • Fremont
          • Castro Valley
          • Dublin
          • Newark
          • Pleasanton
          • Union City
        • Monterey County
        • Santa Clara County
          • San Jose
          • Cupertino
          • Los Gatos
          • Milpitas
          • Mountain View
          • Santa Clara
          • Saratoga
          • Sunnyvale
        • Contra Costa County
          • Danville
          • San Ramon
          • Walnut Creek
        • San Mateo County
          • Burlingame
          • Redwood City
      • Blog & Media
        • Blog
        • Videos
        • FAQ Estate Planning
          • FAQ: Non-US Citizens
          • FAQ: Real Estate Owners
          • FAQ: Families with Kids
          • FAQ: Single Young Professionals
      • Contact Us
        • Privacy Policy
      • (510) 742-9500

      Estate Planning 101: A Checklist

      • Home
      • California Estate Planning
      • Estate Planning 101: A Checklist
      Checklist Estate Planning | Singh Law Firm

      There are many people who understand the importance of estate planning, but find themselves intimidated by the process. You want to take care of your family, even after your death, but where do you even begin? Which documents do you need? What arrangements should you make?

      This post isn’t meant to be an in-depth guide by any stretch, but rather a brief checklist—a big-picture view of the steps you should take to complete your estate planning effectively.

      Preparing Your Estate Plan, Step by Step

      1. Make a will. Name the beneficiaries of your estate and the guardians of your children.
      2. Make a trust. In most cases, we recommend a trust in addition to a will, which can keep your will out of probate and minimize the legal hassle for your beneficiaries.
      3. Write out health care directives. Express your wishes so that loved ones know what to do in the event of incapacitation or another form of medical emergency.
      4. Make a financial power of attorney. Appoint someone to handle your financial affairs should you become incapacitated somehow.
      5. Name an adult to handle your children’s property. Appoint a guardian of the physical assets they inherit, up until they are adults.
      6. File beneficiary forms. Name beneficiaries for bank accounts and retirement accounts.
      7. Purchase life insurance. For most individuals, we recommend life insurance as an important way to provide for your family after death.
      8. Consider funeral expenses. Prepaid funerals can ease the financial burdens your family members face.
      9. Make your funeral wishes known. It’s also helpful to clearly document your wishes for your funeral, burial, etc.
      10. Store your documents in a safe place. Ask your attorney about maintaining your documents with them.

      This basic outline suggests the steps you should take in planning your estate—and for help with any of it, contact Singh Law Firm today.

      Share
      0

      Related posts

      estate planning law firm
      April 8, 2021

      Why You Need an Estate Planning Law Firm to Distribute Property


      Read more
      Financial power of attorney
      April 1, 2021

      Understanding the Importance of a Financial Power of Attorney


      Read more
      Living Trust Lawyer
      March 22, 2021

      When Do You Hire a Living Trust Lawyer?


      Read more

      Leave a Reply Cancel reply

      Your email address will not be published. Required fields are marked *

      Estate Planning Lawyers

      Create A Will

      Revocable Living Trusts

      Power of Attorney

      Healthcare Directives

      Probate Court Lawyer

      43480 Mission Boulevard,
      Suite 270
      Fremont, CA 94539

      (510) 742 9500

      Thanks for visiting Singh Law Firm!

       

      The information contained here has been prepared for informational purpose only and not legal advice. The use of this website and the sending or receipt of information does not create an attorney-client  relationship between you and Singh Law Firm.

       

       

      © 2019 Singh Law Firm, A Professional Corporation
      All Rights Reserved | Privacy Policy