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Decisions and Inventories
Getting ready to work with a lawyer doesn’t have to be daunting. Answer a few questions, make some key decisions, [admit that you might die] and we are ready to begin.
Getting ready for estate planning
Once you reckon with the fact that you “might” die, getting ready for estate planning is often about inventories and decisions. What do you have, whom do you trust to manage it when you aren’t able to, and who should receive it after you are gone?
Getting ready for estate admin
Collect documents. Collect information about people, assets, and debts. [Allow time and space for survivors to grieve.] This section provides overviews about processes and tasks and provides some tools and checklists.
Getting ready for business planning
You have an idea for a new business, or an idea about how to grow an existing business. What do you do next? Bring your idea to us and let’s have a conversation about the next steps to take to make your idea a reality.
Let’s get started.
Resources
Links
Here are links to sites with more information about law, legal organizations and legal issues.
Tools
Visit this page for info booklets with more information, worksheets to get you started and forms to help you track and distribute your assets.
Definitions
Here’s a quick summary of some of key terms and concepts.