![]() If you’d like to discuss your situation schedule a call with Elena Rivkin for a case evaluation. Our estate planning attorneys will be able to answer questions about asset titling and beneficiary designations. This process needs to be updated for your bank and brokerage accounts, and you always want to stay up to date with your beneficiary designations on life insurance policies as well. Create a high-quality document now Last Will and Testament (Will) Virginia. This means that we will retitle your real property and record these documents to ensure the agreement takes effect. Generally, we do something called “funding your trust”. As part of this, most attorneys include a pour-over will, medical and financial powers of attorney, and trust documents. Funding Your Estate PlanĪt this point, you’ve met with an attorney and provided answers to the questions they’ve asked about your wishes. You should also have available the approximate value of, and/or the amount of any encumbrances on, each of your properties. Working with an experienced estate planning attorney will guide you to make some of these decisions, which can be a sticking point for people.
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