Hamilton Locke Private: Estate Planning 101

Estate planning is not merely a task to be checked off. It’s a dynamic process that evolves with life’s twists and turns, and requires careful planning and consideration to secure your legacy and protect your assets.

So where do you begin? Whether you have an estate plan or are thinking about one, we’ve put together a handy guide to take you through what you need to know when thinking about your future.

In this guide, we delve into the essence of estate planning, transcending the mere drafting of wills to involve the complexity of safeguarding wealth through various life events.

Our Hamilton Locke Private experts explore the multi-faceted dimensions of estate planning, offering guidance and expertise to navigate these complexities across four key areas:

  1. What is estate planning?
  2. Why is it important to have a Will?
  3. What assets are dealt with by a Will?
  4. Why should I have testamentary trusts in my Will?

Need assistance with your estate planning? Reach out to Fran Becker, Partner and Jack Conway, Special Counsel.


Chairman of Partners



Special Counsel

Senior Associate