Estate Planning Research Paper

If you are currently in the process of working on planning your estate, you need to contact an estate administration attorney. You need to find an estate administration attorney and paralegal whom you feel comfortable working with to execute your final plans. Although your attorney will draw up all the legal paperwork, their paralegal will do a lot of the leg work and will work closely with you on gathering all the information needed for the legal documents that will need to be created in order to carry out your wishes. Here are a few ways that your attorney's paralegal will work with you to help create your plan for your estate.

Conduct An Information Interview

After you sit down with your attorney and let your attorney know the basics of how you would like to get started …show more content…
During this interview, be prepared to be asked in detail about all your heirs as well as all of your financial assets, property and investments. This is just the first step in planning your estate, so don't worry if you don't have documentation for everything; that will come in the next step. This interview is all about getting a feel for all the assets that your attorney's paralegal is going to need to collect information about.

Assemble All Your Financial Assets

After your informational interview, your attorney's paralegal will then get to work assembling all the paperwork necessary to document all your assets.

During this phase, you will be hearing from the paralegal that you are working with a lot. They will need you to send in various documents to fully establish the breath of your assets. The paralegal you are working with may also need to get in contact with anyone who manages your wealth and assets, and can provide them with the information they need.

Assemble All Your Physical