Estate Planning: Things to Do Before You Die

Estate Planning: Things to Do Before You Die


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Estate planning is the process of establishing a framework to manage your assets upon death, disability or incapacity. It involves creating documents that outline your wishes. While estate planning is not a pleasant task, it is critical that you implement it before you need it.

Here are critical documents and things necessary to cover the aspects of a well-devised estate plan.

  • Last Will & Testament / Living Will
  • Establish a Living Trust
  • Power of Attorney for Your Estate and Healthcare
  • HIPAA Release
  • Letter of Intent
  • Update Your Beneficiaries
  • Secure Your Digital Assets
  • Plan Final Arrangements
  • Make Copies of All Your Documents and Store in a Safe Place
  • Talk to Your Family and Friends About the Details

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Need Help with Estate Planning? Contact Us

For more information or to request a consultation please contact the law offices of SBEMP (Slovak, Baron, Empey, Murphy & Pinkney) by clicking here. 

SBEMP LLP is a full service law firm with attorney offices in Palm Springs (Palm Desert, Inland Empire, Rancho Mirage), CA; Indian Wells, CA; Costa Mesa (Orange County), CA; San Diego, CA; New Jersey, NJ; and New York, NY.

DISCLAIMER: This blog post does not constitute legal advice, and no attorney-client relationship is formed by reading it. This blog post may be considered ATTORNEY ADVERTISING in some states. Prior results do not guarantee a similar outcome. Additional facts or future developments may affect subjects contained within this blog post. Before acting or relying upon any information within this newsletter, seek the advice of an attorney.

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