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What are the easiest steps to take when creating an estate plan?

Estate planning is not a simple process for most people, despite how little their assets may be. It is often a complex system of laws, filled with clauses, exemptions, stipulations and more. How does the average person manage to create a satisfying estate plan? One step at a time.

Legal oversight is crucial to the success of an estate plan. And getting started is often the hardest part of the process. Once individuals and families get together and start discussing inheritance and future responsibility, the better off their estate plan will be.

Here are some easy steps that will guide you toward a winning estate plan:

Wills & trusts – Be sure to discuss your options pertaining to wills and trusts. A will outlines your intended heirs for the assets you have. A living trust will spare your loved ones the complicated probate process when a piece of property is included in a trust.

Health care & financial power of attorney – When you setup healthcare directives and a financial power of attorney, you are protecting your health and finances from being mishandled. You should state what type of treatment and care you want before you are in an incapacitated state. An incapacitated state leaves you at the mercy of loved ones, who must use their own judgement on your health care needs. A financial power of attorney is just as important to the estate planning process.

Simplify the beneficiary process – Declaring a named beneficiary on a bank account and other monetary plans will help your heirs avoid probate. Some accounts offer you this option, to be payable upon your death. It is much easier to manage the transfer of assets without having to go through probate.

These are just some of the many steps you will need to take into consideration when developing an estate plan. The success of your plan depends on the needs you have and the wishes you have. Careful legal oversight is key when setting up an arrangement that protects your health, finances, and future.

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  • I wanted to write to say how pleased my wife and I were at your professional handling of our estate planning and preparation of new wills. We were put at ease by your visit to our home for an interview and were pleased that you listened to us and captured the things that we felt were important.

    --Robert and Christine Simonson, Fairport
  • In order to finalize the documents we came to your office and were greeted in a very professional manner and we could not have asked for finer service. We left with copies of everything we needed and feel very confident our needs have been met. Thanks again. We will surely recommend you should the opportunity arise.

    — Christine and Robert Simonson, Fairport
  • I have been working with Weinstein & Randisi for about two years now. Elizabeth Randisi, through a very thorough process, has helped my wife and me determine what is really important in our lives. Thus, we were able to draft a living will that reflected our most important values regarding our estate.

    --David and Ajia Cherry, Fairport
  • I would like to give a testimony for Elizabeth Randisi, an estate attorney with Weinstein & Randisi. Her knowledge of wills and estate planning was clearly demonstrated in her presentation to us. Realizing our need for a will, my husband and I went to see Elizabeth.

    --Kathy and Gary Gray, Webster
  • Filing for Medicaid is never an easy or fun process. However, working with the Weinstein & Randisi firm made the process simple and streamlined. We were able to obtain all files and records regarding Medicaid enrollment within a few days using specially prepared checklists and verbiage recommended by our assigned paralegal.

    --Ajia and David Cherry, Fairport
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