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Itemize Your Inventory. Add Your Non-Physical Assets. Assemble a List of Debts. Make a List of Memberships. Make Copies of Your Lists. Review Your Retirement Accounts. Update Your Insurance. Transfer on Death Designations.

A California Estate Plan generally includes a Living Trust, Powers of Attorney, a Living Will, and a Pour-Over Will?for starters. It requires a specialized California Estate Planning Attorney to do it right.

5 Steps to Organize Estate Documents for Your Executor 5 Steps to Organize. ... Step 1: Create a checklist of important documents (and their locations) ... Step 2: List the names and contact information of key associates. ... Step 3: Catalog your digital asset inventory. ... Step 4: Ensure all documents are organized and accessible.

Contents. A comprehensive estate plan typically includes four estate planning documents. These documents include a financial power of attorney, an advance care directive, and a living trust or a last will. Here's what each of these documents accomplishes.

At a bare minimum, there should be two main components: a last will and testament and a durable power of attorney. In addition to these parts, you can add things such as a trust and even medical directions. These are the main components of an estate plan that you should consider, including in your comprehensive plan.

In summary, estate planning is important because it allows you to have control over the distribution of your assets after your death, minimise taxes and other expenses, protect your assets, ensure that your loved ones are provided for and make arrangements for long term care and incapacity.