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Home » Resources » How to Create Your First Estate Plan in 2022

How to Create Your First Estate Plan in 2022

  1. Set Goals

It’s hard to know exactly what you want to accomplish when creating your first estate plan, but you’ll feel better about the direction you’re heading once you set some short and long-term goals.

For example, your first goal may be to simply answer key estate planning questions such as:

  • Who do you want to inherit your estate upon your death?
  • Who’s the best person to name as the guardian of your children?
  • Do you want to create a will and/or trust?
  1. Collect the Necessary Information

Before you get too deep into the process, collect any information you need to create a comprehensive estate plan. This can include but is not limited to any estate planning measures you’ve taken in the past, titles and property deeds, financial statements, and life insurance policies.

It’s best to collect all the necessary information upfront so that you have what you need as you get started. This makes for a more efficient process.

  1. Contact an Estate Planning Attorney

DIY estate planning sounds simple enough, but it’s a time-consuming process that greatly increases the risk of making a mistake. It’s best to contact an estate planning attorney before you do anything. Here’s why:

  • They know the ins and outs of the law
  • They can answer your questions and provide guidance based on your goals
  • They can help prevent common mistakes that have plagued others
  • They will become familiar with your situation, making it easier for them to assist you in the future

Once you consult with an estate planning attorney, you’ll soon realize that it was the right decision.

For assistance with all things related to estate planning in 2022, visit the website for The Law Office of Michael Robinson, P.C. at https://www.mrobinsonlaw.com/or by calling our office at (585) 374-5210. We’ll provide the guidance you

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A pleasure as always dealing with the entire staff. Always willing to explain the answers to our questions.

- Joseph and Julie Ann M.

Over the years we have been to many programs regarding Estate Planning. We were most impressed with Mr. Robinson’s presentation - both in subject matter and explanation in an understandable manner. We have put our “trust” in his competent hands. We were not aware of the complexity and the volume of paperwork generated for this undertaking. We found his staff to be most capable and client oriented in their knowledge and delivery.

- F.T. & L.T.

Our overall experience was one of thoughtfulness, clarity and comprehensiveness on the part of Michael Robinson, his staff and associates. We attended Michael’s seminar on legacy wealth, and found him to be clear and well-spoken. He touched on all aspects of Estate Planning in which we were interested. Our first of two visits to his office was timely and helpful enough for us to consider developing a plan. We finalized our document at a necessary meeting. His staff was accommodating and virtually spelled out every aspect of the plan. We highly recommended Michael and his system for developing a trust.

- Sharon T.

“From the first visit I was welcomed (like family). The office & girls have all their ducks in order! Very friendly! Mr. Robinson explained everything in detail. 100% satisfied. Will pass the word on. Great Law Firm. Thank you so much.”

- Geraldine P.

Establishing a Family Wealth Trust through the Law Office has been a positive experience, the staff is congenial, patient, thorough, professional and knowledgeable. Thank you for all your kindness. We certainly are comfortable and confident with our decision.

Beverly L.

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