Getting Ready for Estate Planning

Item	Location	Phone Number
Your will
Spouse's will
Power of attorney
Power of attorney for spouse
Living will
Living will for spouse
Health care power of attorney
Health care power of attorney for spouse
Birth certificates
Baptism certificates
Marriage license
Divorce certificate
Death certificates
Social Security cards
Armed forces records
Funeral directions
Memorial society membership
Most recent tax return
Funeral directions


	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

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
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