Important Steps You Should Take While Preparing Estate Planning checklist Every estate, no matter how modest or large, should have an estate plan. Creating an estate plan makes it much simpler to settle affairs after the death of a loved one. To create an estate plan, you need a checklist. Making a will is not as complicated as it may seem, and by following the checklist for By drafting an estate plan, you can reduce the amount of time you spend on it. An estate planning lawyer in Mesa AZ can help you in preparing the checklist. The basics of estate planning It is important to take an inventory of the estate before creating the estate plan checklist. The entire estate of a deceased person includes everything they own, no matter how modest. (Preparing an estate plan isn't just about money.) The first step in determining what kind of plan to create is to determine what assets should be protected. The value of assets owned by a couple or individual should be include...