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Please list, in order of preference, who you would like to serve as trustee of any trusts. To plan your estate make sure you have a will in place. Web to start your estate plan: Our most popular product for estate planning is the life documents personal planning package containing your will, power of attorney, living will and other planning.
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How to create an estate plan (7 steps) _____ (22 or 25 are common ages depending upon the size of your estate and whether you anticipate graduate school.) 3. Web to start your estate plan: Gather recent statements from your bank, brokerage, and retirement accounts.
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