Pre Planning
Learn essential pre-planning strategies for your estate. Discover how to organize documents, identify assets, and prepare for creating your trust and will.
How far in advance should I start pre-planning my estate before creating documents?
Most families benefit from starting estate pre-planning 2-3 months before creating their trust and will. This gives you time to locate important documents like property deeds and account statements, inventory your assets, and think through your beneficiary choices. Pre-planning also helps you identify any missing documents you'll need to obtain, such as updated account information or property records. Starting early reduces stress and ensures you have all the information needed to make informed decisions about your estate plan.
