ESTATE PLANNING
A Step-by-Step Guide to Protecting Your Legacy
THE LAW OFFICES OF TRAVIS R. WALKER, P.A.
 Stuart • West Palm Beach • Naples
ESTATE PLANNING PROCESS OVERVIEW
Initial
Consultation
Gather
Information
Develop
Strategy
Draft
Documents
Review &
Sign
IMPLEMENTATION & MAINTENANCE
Fund
Trust
Beneficiary
Designations
Organize
Documents
Periodic
Reviews
CORE DOCUMENTS
✓ Last Will & Testament
✓ Revocable Living Trust
✓ Durable Power of Attorney
✓ Healthcare Surrogate
✓ Living Will
✓ HIPAA Authorization
DO I NEED A TRUST?
Decision Flowchart
WHEN TO UPDATE YOUR ESTATE PLAN
Life Events Trigger Review
We recommend reviewing your estate plan at least every 3-5 years or after any major life event.
