# Work with Estate Attorney for the following:

**URL:** https://thewidowcollaborative.com/compass_v2/introducing-the-widows-compass/following-loss/months-to-years/what-financial-preparation-needs-to-be-done/work-with-estate-attorney-for-the-following/
**Author:** scribe
**Published:** March 18, 2024

> Reviewing accounts whether retitling in the name of a trust, updating benefeciaries, and/or putting Transfer on Death/Payable on Death on the accounts. Update or create a will and trust for you. This is very important as a trust holds assets...

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- Reviewing accounts whether retitling in the name of a trust, updating benefeciaries, and/or putting Transfer on Death/Payable on Death on the accounts.

- Update or create a will and trust for you.

This is very important as a trust holds assets for minor children. Give careful thought to who would care for your minor children in the event something happens to you.

- Review or establish your Advance Directive.

- Review or establish your Power of Attorney