Holy Rosary Foundation

Will & Trust Guide

On average, a person works more than forty years to accumulate assets and spends ten years conserving what has been earned but does not spend even two hours to plan for distribution of those assets. The chaos that often occurs following the death of a loved one can be burdensome. This burden can be eased, however, through proper planning.

A key element of proper planning is the implementation of an estate plan. The basic document in any such plan is a will and many plans also include a trust. A Guide to Planning Your Will and Trust* is designed to encourage you to think about how you want your assets to be distributed at death and assist you in gathering the information your attorney will need to prepare a will and trust that accomplish your goals.

*The document above is available as printable (PDF) file using Adobe Acrobat. If you do not already have an Adobe Acrobat Reader, download a free copy now from Adobe Acrobat.

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