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Estate Planning (Terms (Executor/Executrix, Guardian, Beneficiaries, Will)…
Estate Planning
Funeral Planning
Terms
Executor/Executrix
Guardian
Beneficiaries
Will
Writing a Will
Requirements
Notarized
Witnessed (by 2+ people)
Signed
Clauses
Introduction Statement
Payment of Debt & Taxes
Dispositions of Property
Appointment
Clause
Common Disaster
Clause
Attention & Witness Clause
Basics
Written by Hand, Computer, or Speech
Best if done by
Lawyer
Probate
Purpose
Allow for Challenges
Oversee Asset Distribution
Validate Will
File Reports & Close Estate
Appoint Executor
Avoiding Probate
Gifts
Naming Beneficiaries
Joint Ownership
Right of Survivorship
Tenacity in
Common [Not by Survivorship/Marraige]
Tenacity by
Entirety [Marraige]
Community Prosperity
Trust Usage
What
Is Probate?
Other Documents
Living Will
Health Care Proxy
Durable Power of Attorney
Process
Choose Heirs & their Inheritance
Determine Cash Needs
[Taxes & Funeral]
Determine Value of Estate
Implement the Plan