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  3. Creating My Estate Plan

Creating My Estate Plan

  • Intentionally Excluding Family Members From Your Estate
  • Instruction to Trustees with Discretion on Annual Distributions
  • Do I need a subscription?
  • Adding additional information to my will or trust
  • Having backups or alternates for key estate roles
  • Foreign or International Trustees
  • Inheritance Distribution Options
  • How do I decide which plan is right for me?
  • Do I need an estate plan?
  • Can I create an estate plan alone?
  • What information do I need to have to start?
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