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Estate planning can start with informal steps

People can feel the need to create an estate plan for many reasons. You may have experienced a sudden life event, such as having a baby, that presented the need for an estate plan, or you may have been thinking about creating a plan for some time and have finally decided to move forward with the process. Whatever the reason, deciding to take planning steps is a smart move.

Though you know the time is right to create your plan, you may still not feel confident in how to get started. This feeling is understandable because getting your final affairs in order is certainly a daunting task. Fortunately, you can obtain help throughout the process to ensure that you include everything you need in your plan.

Where to start?

Some of the first steps in estate planning can start informally. For instance, you can take the time to go through your assets and create an inventory. You can organize the assets, decide if there is anything you want to get rid of at the moment and write down what you decide to keep. It may also help to keep a log of important information associated with your assets, such as account information, customer ID numbers, passwords and other similar details.

You can also begin thinking about your funeral arrangements. While this may not necessarily be an uplifting step, it may bring you some peace of mind knowing that it is taken care of and that your family will not have to guess what you might have wanted. You can include information about who should be told about your passing, whether you want burial or cremation, who you would like to speak at your funeral, any songs you want played, and other information you deem appropriate.

Formal steps

Though your inventory and funeral arrangements do not necessarily have to be put down in formal documents, other parts of your estate plan do if you want them to be legally binding. For instance, you may want to create a will so that you can name the person you want to act as the executor of your estate and name a guardian for any minor children you have. Without this document, these appointments will be left up to the court.

Your estate plan can consist of a number of documents that help you get your point across when it comes to detailing your final wishes. If you have concerns about getting started on your plans, you may want to contact a New Hampshire attorney for assistance.

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