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ESTATE PLANNING CHECKLIST

Download Our FREE Ultimate Checklist To Make Sure Your Assets & Family Are Protected!

  • Quickly uncover holes in your legal and financial planning
  • Take a fresh look at your wishes for your estate and personal affairs
  • Experience the peace of mind of getting your affairs in order

Get a Free Estate Planning Checklist

Knowing where you stand legally and financially is empowering.

It’s important for every adult to “audit” their legal and tax documents each year to ensure their affairs are in order and that their wishes are still accurately reflected in the documents that they have in place.

Our Estate Planning Checklist will help you quickly identify common mistakes or oversights that may lead to unnecessary stress, legal fees, tax bills, loss of independence, and more in the event of your unexpected death, disability, or incapacity.

Download our FREE Checklist now to discover:
  • Who would raise your kids if something happened to you?
  • Whether your assets are really protected in the event of an unexpected accident, lawsuit, or divorce.
  • Who would make medical or legal decisions on your behalf in the event of an emergency?
  • Traps that blended families face… including who inherits what and what happens to kids from a previous relationship.
  • How well you are prepared to pay for long-term care and other costs associated with aging.
  • …and more!