Once estate plan bundle is complete what further steps need to be taken?

Cody R Cooper ∙ June 4, 2019

Once the bundle is completed, I recommend contacting a LegalZoom attorney in your state to make sure your estate plan fits your wishes. If the documents are to your liking, then you would have them signed to become official (signing requirements vary state to state). If you have a trust, you will then need to fund the trust, which is the process of transferring your assets from your name to have these assets owned by the trust. Also, I recommend making copies of the signed documents to give to the people handling your estate or at least uploading the documents to the cloud, just so there is a backup. Beyond that, generally speaking, the process is complete, although each state may have additional requirements.

Cody Cooper's offices are located in Pasadena, California. Cody Cooper is licensed to practice law in the state of California and their comments may only apply to that state. If your question applies to a different state you should check with an attorney in that state. The information is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation. Answering this question does not in any way constitute legal representation and any information you provide is not protected by attorney-client privilege.

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Jeffrey Lippman ∙ 2019-06-04T12:15:01-04:00

Estate planning can be very State specific so I'd urge you to take advantage of the document review benefit under your LegalZoom legal plan. Your provider firm can assess your documents as applied to your financials and goals, and help ascertain if the documents were completed appropriately and are sufficient to achieve your goals. Generally, LegalZoom will supply the completed estate planning documents to you and I recommend you have the document review consultation set up before you execute the documents. Jeffrey Lippman's offices are located in Leesburg, Virginia. Mr. Lippman is licensed to practice law in the District of Columbia and the state of Maryland, and his comments may only apply to those jurisdictions. If your question applies to a different jurisdiction you should check with an attorney in that jurisdiction. The information is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation. Answering this question does not in any way constitute legal representation and any information you provide is not protected by attorney-client privilege.

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