What is Estate Planning?

Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure. It can involve the services of a variety of professionals, including your lawyer, accountant, financial planner, life insurance advisor, banker and broker.

Estate planning covers the transfer of property at death as well as a variety of other personal matters and may or may not involve tax planning. The core document most often associated with this process is your will.

Estate Planning Overview

An Introduction to Wills

Frequently Asked Questions about Wills

Types of Non-probate Property

Revocable Trusts

Power of Attorney

Questions Regarding Power-of-Attorney

State Laws Vary

Living Wills, Health Care Proxies, and Advance Health Care Directives

Questions Regarding Living Wills

The Probate Process

Planning With Retirement Benefits

Guidelines for Individual Executors and Trustees

The Lawyer’s Role and “Do It Yourself” Estate Planning

Asset Protection Planning


This page is provided by theĀ ABA Real Property, Trust and Estate Law Section. While the information on this site is about legal issues, it is not legal advice or legal representation. Because of the rapidly changing nature of the law and our reliance upon outside sources, we make no warranty or guarantee of the accuracy or reliability of information contained herein.