Estate Planning Guide

Many people feel they are too busy to take the time to complete their estate, or they simply believe they do not need an estate plan.  Further, creating an estate plan may seem burdensome and confusing.  So many people simply avoid the process altogether.  However, the process can be relatively easy and stress free if you follow our 7 Steps of Estate Planning. Estate Planning Guide Estate Planning Guide

As an effort to further assist our clients we are pleased to announce a new complimentary offereing with each new estate plan completed. Please contact the attorneys at The DiCello Law Firm - Probate Division today at (440) 953-8888 to learn more. 

This information is provided as a service and courtesy of The DiCello Law Firm and is not intended to replace legal advice or to create an implied attorney-client relationship.

7 Tips of Estate Planning 

Creating an estate plan does not have to be burdensome or confusing when you are armed with the proper information.

Below are some tips to help you get started with your estate plan.

  • Tip 1:  Keep It Simple
  • Tip 2:  Define Your Goals
  • Tip 3:  Collect and Organize Your Data
  • Tip 4:  Assess Your Situation
  • Tip 5:  Create a Strategy
  • Tip 6:  Execute Documents / Implement Plan
  • Tip 7:  Track/Monitor Plan

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Download Our Full Estate Planning Guide

The tips provided above will help get your mind into focus for the considerations and decisions you will need to make. 

Download our Estate Planning Guide for additional information developed to help you understand the process to create your estate plan.

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