Additional information
by Neil Bryan (Author)
NEW REVISED 2023 EDITION WITH NEW SOFTWARE TO DOWNLOAD
Estate planning isn't about paperwork. It's about making things easier for the people you care about.
This book walks you through the estate-planning process in a clear, organized, and non-intimidating way-so your wishes are understood, your assets are handled properly, and your heirs are spared unnecessary stress, confusion, and expense.
Rather than overwhelming you with legal language, this guide focuses on preparation: what to think through, what decisions must be made, and how to arrive at an estate attorney's office fully organized and ready.
What You Will LearnThis book will help you understand and prepare every major part of an effective estate plan, including:
What it really means to "get your estate ready" so it is easier-and less costly-for your heirs
The essential items every estate plan should include, explained clearly and in plain language
The key components of an estate plan you should consider for your own situation
The important decisions you'll need to make before your plan can be finalized
The different methods for transferring assets to your heirs, including options that can begin before your death
Exactly what information and documents to bring to a qualified estate attorney, so your plan can be completed efficiently and with minimal back-and-forth
The goal is simple: do the thinking and organizing now, so your heirs don't have to do it later.
Revised Second Edition - New Software IncludedThis revised second edition includes access to the Estate Planning System, a new downloadable software tool designed to help you organize your estate planning information in one place.
The software is compatible with:
Microsoft Excel
Google Sheets
LibreOffice
You can use the software alongside the book-or ignore it entirely. The system works either way.
Estate planning, done right, is a final act of responsibility and care. This book helps you approach it calmly, thoroughly, and on your own terms-before it ever becomes urgent.
