Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, December 4, 2013

Must-Do Estate-Planning Items

To do listAndrea Coombes has recently drafted a short list of "must-do estate-plan" items including:

  1. Draft a will or trust
  2. Draft a power of attorney
  3. Get a health care power of attorney as well as a living will
  4. Update your beneficiary designations
  5. Talk to your family members to be sure their documents are in order

See Andrea Coombes, Andrea Coombes' Ways and Means: 5 Estate-Plan Strategies for Boomers, IBN Money, Nov. 29, 2013.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.


Death Event Planning, Estate Planning - Generally, Non-Probate Assets, Trusts, Wills | Permalink

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