What do I need to know to Get Started?

Knowing what questions to ask can go a long way in getting your estate planning started. We help you focus on what's most important, by streamlining the estate planning process. Get the help you need, starting with the tips below on the right estate planning questions.

Estate Planning

How to Get Started with Estate Planning

Trust or will — how do you know what you'll need? Here are some questions you’ll want to review with spouse, friends, and/or family. Attorney Lorenz Schuerch will also help advise you on these considerations when moving forward in estate planning.

  • Are there children involved?
  • How large is the estate, and which state is it in?
  • If you have any type of retirement account, such as a 401(k), 403(b), IRA, or Roth IRA, can its distribution to the beneficiaries be "stretched"?
  • Is privacy important?
  • Would you like some money to go to charities?
  • If you own a business, have you thought about succession planning?
  • What life stage are you in? Is estate planning becoming more important?
  • Are there special circumstances to consider (like blended families or disabilities)?