What steps should I take to make sure my estate plan is properly executed?

When making an estate plan in Utah, it is important to take certain steps in order to ensure it is properly executed. The first step is to consult with an experienced attorney. An experienced attorney can help you determine what type of estate plan best meets your needs and the needs of your beneficiaries. The second step is to make a list of your assets and debts. This will help your attorney determine which estate planning documents you need. Make sure your list includes the value of each asset as well as the debt balances. The third step is to create a will. This document outlines who will receive your assets after you die. It also outlines who will be responsible for managing the estate and who will be the beneficiaries. The fourth step is to create a living trust. This document outlines who will manage the trust and its assets during your lifetime, as well as who will receive the assets when you die. The fifth step is to create an advanced health care directive. This document outlines your wishes in the event you are unable to make decisions regarding your health care. Finally, make sure to revisit your estate plan on a regular basis. This will ensure that your plan is up to date and that any changes in your life are reflected in your documents. It is also important to have someone else familiar with your plan, such as a family member or friend, who can help answer questions or provide support if needed.

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What steps should I take to make sure my estate plan is properly executed?

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