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Estate Planning WORKBOOKPreparing for an estate planning meeting with your advisorjewishfoundationla.org 323.761.8704 fax 323.716.8721 6505 Wilshire Boulevard, Suite 1200, Los Angeles, CA 90048Introduction

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How to fill out estate planning - wills

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Gather all your important documents such as financial records, property titles, and healthcare directives.

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Decide who you want to include in your will as beneficiaries.

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Appoint an executor who will be in charge of carrying out your wishes.

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Consult with an estate planning attorney to ensure your will meets all legal requirements.

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