Introduction
	Six Basic Steps
	1. Initiate the discussion
	2. Take stock of the present
	3. Develop objectives
	4. Choose professional       advisors, a guardian, &       a personal representative
	5. Consider alternatives
	6. Review & modify
	Additional resources
	Evaluation of web site
	Contacts & Credits

 

Contacts and Credits

It is our hope that you use the Getting Ready for Estate Planning workbook and web site to help you organize your thoughts and information before you see an advisor about an estate plan. Many people avoid estate planning because they think the process will be overwhelming. If you have any questions or comments about this workbook and web site, please feel free to contact either of us. Our names and information are listed below.

Janet C. Bechman, Extension Plan of Work & Accountability Coordinator Agad Bldg, Rm 102A 615 W. State Street West Lafayette, IN 47907-2053 Phone: (765) 494-8309 Fax: (765) 494-5876 jcb@purdue.edu

Sharon DeVaney, Professor Consumer Sciences & Retailing Matthews Hall 216 812 W. State Street West Lafayette, IN 47907-2060 Phone: (765) 494-8300 Fax: (765) 494-0869 sdevaney@purdue.edu

This web site was based, in part, on material from "Getting Started in Estate Planning," HE-517, Purdue University Cooperative Extension Service, prepared by Dixie Porter Jackson, Extension Specialist, Consumer Economics, and Mary Jane Johnson, Extension Associate, Family Economics, Revised 3/92.

 

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Introduction | Additional resources | Evaluation of web site | Contacts & Credits
Step 1. Initiate the discussion	Step 2. Take stock of the present
Step 3. Develop objectives	Step 4. Choose professional advisors, a guardian,                   & a personal representative
Step 5. Consider alternatives	Step 6. Review & modify
Consumer Sciences & Retailing | Purdue Extension | Purdue Homepage
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Disclaimer: This web site is not intended to be a substitute for legal advice or counsel. It is designed to create an awareness of the need for estate planning and to help families become better acquainted with some of the issues involved.