The 6 Steps to a Successful Estate Plan

Step 1: Define your Estate Planning Goals. (Understand what you want to happen)

Step 2: Gather and Organize your Financial Data. (Gather the correct documentation) 

Step 3: Analyze & Discuss. 

Step 4: Develop your Estate Strategies. 

Step 5: Implement your Estate Plan. 

Step 6: Track & Monitor your Progress.