#Basic estate planning checklist how to

The first and most important thing you can use your estate planning for it to take care of yourself first. Here are some of the basic items on the checklist we use when helping client complete their customized estate plan: Taking Care of Yourself

So where do you begin? Often all it takes to get started is a basic estate planning checklist. With our knowledge and experience we are confident we can help you create a customized plan for you and your family. Made up of partners Randy Budge and Lane Erickson, and attorneys Nathan Palmer and Dave Bagley our Pocatello Estate Planning team has received the highest rankings from Justia, AVVO, and Martindale & Hubbell. Our goal is to help each client make sure that their final wishes are carried out when it comes to giving their money and property to the people that they’ve named. Our Pocatello Attorneys work with each client to customize an estate plan. We enjoy meeting with clients and discussing with them their ideas and goals in planning for both themselves and for their family after they die. With over 70 years of experience helping clients we know that our job is to provide you with the expertise you need. We also know that most people don’t have the expertise to begin preparing a written estate plan for themselves. WE recognize that most people don’t like to think about their own mortality.

#Basic estate planning checklist how to

As Pocatello estate planning attorneys we often find that our clients usually procrastinate getting their estate planning done because they don't know where or how to start.