If you’ve ever been involved in building a house — or even if you’ve just heard about it — you know that there’s a well-defined process to be followed. But here’s something to think about: Some of the same steps connected to constructing a home are the same as those needed to build an estate plan.
What are those steps? Here are some to consider:
• Get the right “builder.” Unless you’re an experienced do-it-yourselfer, you’ll probably have to hire someone to build a house for you. Of course, you’ll make your wishes known about what you want your house to look like, but you’ll be relying on the builder’s expertise. And the same is true with estate planning — you’ll want to share your goals and vision with a legal professional who’s experienced in creating comprehensive estate plans.
