Your estate roadmap

Every family is different. Use this roadmap to identify the topics to explore and the professionals to consult.

Planning

Gather assets, goals, family information and existing documents.

Learn about wills, trusts, beneficiaries and incapacity documents.

Revisit decisions after life events and changes in law.

Handle urgent needs, obtain records and safeguard property.

Find out whether probate or another transfer procedure is needed.

Inventory, claims, taxes, reporting and distributions.

Complete closing requirements and preserve important documents.