Wills & Probate
Estate Planning
Unless you are penniless and have no living relatives, you should have a will. A will is very simply a legally-binding document that ensures that your instructions are followed after your death.

A will is one more way of protecting your family and your loved ones -- and the only way of leaving behind instructions that the living are bound to honor. It also spares your survivors the chore of trying to divide your estate without anyone's feelings being hurt.

Despite the do-it-yourself wills included in many books and software packages, the only certain way to look after your family after your demise is to consult an attorney whose practice includes wills and probate matters in your home state. Laws vary widely from one jurisdiction to another and no one-size-fits-all form can possibly foresee every circumstance.

Estate planning also requires expert help to ensure that your bequest is not consumed by taxes.

Likewise, if a close relative has recently passed away, you may wish to consult an attorney to ensure that your rights are protected.

Click here to find a probate and/or estate planning attorney .
What to bring

Bring as many of these items with you to your first consultation as possible:
  • If you are writing or revising your will, you should bring the following documents with you to your first appointment:
  • A list of your assets, including real estate, cars, boats, bank accounts, mutual funds, etc.
  • A list of your relatives and likely survivors.
If you are a surviving family member concerned about how the family's assets are being divided:
  • The name and address of the deceased.
  • Certified copy of death certificate (if you have it).
  • Date and place of death.
  • An approximate listing of major assets.
  • Names of other relatives who are likely to receive some of the estate.
  • Any documents or instructions the deceased may have left in your care.