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Instructional Videos

For information on how to fill out the estate planning worksheet below, or for general guidance on understanding a comprehensive estate plan, please see our following series of explanatory videos:

Page 1: Personal Information

Page 2: Asset Information

Page 3: Selection of Financial Fiduciaries 

Page 4: Health Care Fiduciaries and Guardians for Minor Children 

Page 5: Distributions of Personal Property and Specific Gifts

Page 6: Distribution of Remaining Assets at the First Death 

Page 7: Distribution of Remaining Property at Second Death



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| Phone: (949) 497-5056
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| Phone: (949) 497-5056

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