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Getting Affairs in Order Worksheet Form

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Hi there. My name is Bridget Mackay. I'm an estate planning attorney in Petaluma, California, and this is my blog. And I want to talk a little bit about sort of a sad subject. I had a client the other day, this has happened before, where they have a diagnosis of a terminal disease. And they come in and they want to make sure their "affairs" are in order, which is often the advice they get from their doctor or loved ones or friends. And they want to protect their spouse and their family and all of those that they love. And so they often come in with this very basic question, that I've heard over and over again is, "What is getting my affairs in order? How do I get ready for this?" Well, legally speaking, aside from everything else, there are a few things you can do. First of all you should talk to a qualified estate planning attorney, because that person will be able to tell you whether you need a trust or a will. They can put together

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