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ESTATE
PLANNING
ATTORNEY:
WHAT IS IT? AND
HOW TO
BECOME ONE?
An estate planning attorney is trained in matters related to passing on your
assets after you die. Being an estate planner means thinking in the long
term.
OBLIGATIONS OF ESTATE
ORGANIZERS INCLUDE:
Making a last will and
confirmation
Setting up trust accounts
Naming an agent and intensity
of lawyers
Recognizing all recipients
Naming a gatekeeper for minor
kids
Paying all obligations and
limiting all assessments and
lawful expenses
Creating directions for passing
your qualities
Key Traits of an
Estate Planner
• A Good Listener
• Practicing Discretion
• Specific
• Reliable
• You Think Long-Term
• Experience To Match Your
Needs
• A Good Reputation
• You Enjoy Helping People
• Instructive Requirements
If you want your assets and your loved ones
protected when you can no longer do it, you will
need an estate plan. Feel free to speak with our
representatives.
CONTACT US
4508012466
www.elderlawcenterofwisconsin.com
paralegal@elcwi.com
THANK YOU

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Estate Planning Attorney.pptx

  • 1. ESTATE PLANNING ATTORNEY: WHAT IS IT? AND HOW TO BECOME ONE?
  • 2. An estate planning attorney is trained in matters related to passing on your assets after you die. Being an estate planner means thinking in the long term.
  • 3. OBLIGATIONS OF ESTATE ORGANIZERS INCLUDE: Making a last will and confirmation Setting up trust accounts Naming an agent and intensity of lawyers Recognizing all recipients Naming a gatekeeper for minor kids Paying all obligations and limiting all assessments and lawful expenses Creating directions for passing your qualities
  • 4. Key Traits of an Estate Planner • A Good Listener • Practicing Discretion • Specific • Reliable • You Think Long-Term • Experience To Match Your Needs • A Good Reputation • You Enjoy Helping People • Instructive Requirements
  • 5. If you want your assets and your loved ones protected when you can no longer do it, you will need an estate plan. Feel free to speak with our representatives.