Step 1
Influencing factors and plan components
Your first step is to evaluate your assets, values, morals, lifestyle, life skills and legacy that you want to pass on. Then you need to look at your financial situation, family dynamics and beneficiaries. Those factors, coupled with your goals, will determine what components your plan will require. It should always include a Capacity Plan and Will Plan, but often includes a Personal Administration Plan, Legacy Plan and Inter Vivos Plan.