Questions to Consider When Planning an Estate

  • Who are you? (identify yourself, your spouse, your children)
  • What do you have? (your property, such as your home, bank accounts, jewelry, automobiles, )
  • Whom do you want to give your property away to? (the person or persons who will receive your estate, including special gifts to certain individuals)
  • Under what conditions? (through a trust perhaps)
  • Whom do you want to take care of your minor children? (the name of the Guardian)
  • Whom do you want to run things? (the Executor or Trustee)
  • Whom do you want to make decisions for you if you cannot, and what care do you want or not want?