Table of Contents

Is Probate Required if There is a Will?
When is Probate Necessary in New York?
Best Estate Planning Lawyers in Brooklyn: Why it is important?
Do I need an Estate Plan?
Pros & Cons of Revocable Trust
Estate Planning for a Married Couple: How to do it?
Estate Planning for Business: Why it is Important?
What is Estate Planning?
What does an Estate Plan include?
Is Estate Planning only for the Wealthy?
Estate Planning for Singles: Widowed, Divorced, and Never Married!
Estate Planning for Pets: Why it is important?
Estate Planning for Children: How to do it right?
Estate Planning Checklist: Important Guidelines & Details!
Estate Planning for Business: Why it is Important?
What Is Estate Planning?
What Does an Estate Plan Include?
Is Estate Planning Only For the Wealthy?
Estate Planning for Pets: Why You Need To Do It?
Estate Planning for Children
Estate Planning for Singles
Estate Planning Tips for A Married Couple
Do I Need an Estate Plan?
Estate Planning for Business
Estate Planning Lawyer
Periodontal Disease – You Might Have it and Not Even Know It
Why Hire a Professional Web Development Company
Home Theater Installation NY: Basic Advice is Offered
Cosmetic Dentistry – Powerful Technology Can Give You Your Best Smile
Learn How Dental Implants Could Help Your Dental Health
Periodontal Disease – You Might Have it and Not Even Know It
Kids Teeth Flossing: 5 Top Parents Questions
Tongue Tie Treatment – Pediatric Dentistry Brooklyn
Thumb Sucking: Break the Unhealthy Dental Habit
Smile Makeover- a Fabulous Smile That All Will Envy
Oral Sedation Dentistry for Your Child
Child’s First Dental Visit: What Can You Expect
What Is Pulpitis and How It Is Treated?
Too High Filling: Why It Is Important to Correct
Top 3 Reasons You Shouldn’t Fear Root Canal Therapy
Cosmetic Dentistry- Powerful Technology Can Give You Your Best Smile
Best Option–Zoom Whitening in Brooklyn
Looking After Your Kid’s Primary Teeth
Teeth Whitening – an Incredible Look That’s Effective and Safe
Types of Toothbrush Bristles To Know for Better Dental Hygiene
Dental Implants – Today’s Long-Term Solution of Replacing Missing Teeth
Don’t Let One Missing Tooth Damage the Rest of Your Mouth
Don’t Let One Missing Tooth Damage the Rest of Your Mouth. Dental Implants
Happy Dental Visit in Brooklyn: Child’s Experience
Have You Heard About One-Visit Dental Crown?
Have You Heard About One – Visit Dental Crown?
Invisalign Teen Could Help Your Kid in Brooklyn
Teeth Whitening Treatment: Whiter Smile in Just One Hour
Professional Teeth Whitening for Safe and Effective Results
Crooked Teeth? How We Can Help You
Crooked Teeth? How We Can Help You Invisalign
Learn How Dental Implants Could Help Your Dental Health
Is a Dental Implant Treatment Better Than a Bridge?

Having an estate plan is important for everyone. It doesn’t matter if you are young, or you don’t have a lot of assets because it is a needed step towards securing your assets and passing them to your heirs. A lot of people are ignoring or delaying estate planning just because they think that they don’t need it. We all know that death can come for anybody at any age but what about our family? We wouldn’t want to risk their security, their happiness, and most importantly their inheritance in order by not planning ahead and creating an estate plan.

Estate planning can come with a lot of benefits for your family even after you’re gone. Also, good planning for the future is always going to be a positive step for you and everyone who is close to you. Here, in this blog, we aren’t just going to talk about the estate planning but we will guide you with the estate planning checklist.

Estate Planning Checklist


A will is quite helpful if you want to express your final wishes in order to settle your estate, savings, and everything which belongs to you. In the will you can also appoint a legal guardian or a person responsible for taking care of your minor children if you are no longer around. You must sign your will in front of two witnesses and it should be 100% your own conscious decision.

Revocable Trust

Can hold all your assets for the benefit of whom you wish. Unlike a will you will be transferring or re-titling your assets into the name of the trust during your live time. This document will allow your loved ones to avoid probate and provides a level of asset protection for you and your beneficiaries.

Advance Care Directive

This is just another name for the “Living Will”. It can be used to specify the medical treatment course when you aren’t able to articulate choices for yourself. You must know that state laws vary on the facility of advance care directives.

Health Care Proxy

It is another health-related facility in which you designate someone else to make choices about your medical care in case of an emergency or when you aren’t able to take the decision. You must know that state laws vary on the facility of Health Care Proxy too.

Statements of Intent

It allows you to express your wishes, philosophies, preferences, expectations, desires, and important advice to your trustees or dependents. This will help you and your family members in crafting a vision with your estate according to you.

Important Estate Roles

Before planning or during the planning of estate you must take some effective decisions and they aren’t going to be the easy task. You have to pick an executor, a trustee and a guardian if you have minor children.

An Executor

He/she is someone who is responsible for carrying out all the provisions of your will accordingly as you granted. The executor should be someone you trust like a child , close relative, friend or professional like a lawyer or accountant.

A Trustee

Someone who manages the trust you created and enforces the rules of your trust strictly without breaking anything. It is totally your choice and you should consider carefully who you going to make your trustee. You can pick a known person who knows your circumstances well or you can pick a professional institution to handle all that.

A Guardian

You must know that a guardian is a very important person who assumes your legal responsibilities for your minor or disabled children.

You must know that you’ve spent a lifetime building your estate so you should be careful with it. Every single step which you are going to take should be taken under the consultation of a experienced lawyer. We highly recommend estate planning for all regardless of your wealth or age. It is never to early to start planning as a good estate plan created by a good attorney will provide flexibility and grow along side you. Don’t wait call us today to schedule your free consultation.


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