How Do You Do Estate Planning?

July 1, 2026 | Trusts and Estates Blog

The best approach is to work with an estate planning attorney. Each state has very specific requirements for a Will to be considered valid and also has separate requirements for any ancillary documents such as a Power of Attorney, Healthcare Proxy, and Living Will. Errors in execution can void a document entirely. A qualified attorney will review your family situation and assets, recommend the right combination of documents, draft them in compliance with your state’s law, and guide you through proper signing and funding if necessary. Once your plan is in place, you should review it every three to five years or whenever you experience a major life change.

Disclaimer: The information in this post is provided for general informational purposes only, and may not reflect the current law in your jurisdiction. No information contained in this post should be construed as legal advice from our firm or the individual author, nor is it intended to be a substitute for legal counsel on any subject matter. No reader of this post should act or refrain from acting on the basis of any information included in, or accessible through, this post without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer licensed in the recipient’s state, country or other appropriate licensing jurisdiction.

Related Team