Law offices of
 
Alexander, Clayton & Wilson, LLP
 
 Providing superior legal representation in Ventura & Los Angeles Counties since 1963

ESTATE PLANNING CHECKLIST

Adulthood

Create Will
Create Estate Plan
Establish Trust

Upon Marriage or Domestic Partnership

Create/revise Estate Plan
Create/revise Will
Create/revise Trust

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

One Boardwalk, Suite 200 • Thousand Oaks, CA 91360 • Telephone: +1 805.497.0802 • Fax: +1 805.494.7898 • eMail: office@acwlaw.net
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