Your Turn: Complete Your Estate Planning Checklist

Earlier this year, I focused on some deeper questions to ask yourself about your estate plan. But let's take a step back. Let's get back to basics. Let's go through an estate planning checklist.

Estate Planning Checklist

Basic Estate Planning Checklist

Review and complete this checklist to self-assess where your estate planning needs are. The checklist covers the basics -- planning with a basic will and basic planning for incapacity. Of course, for a lot of people and families, more advanced planning is needed such as a special needs trust, a revocable living trust, or special planning for minor children. But I promised this was just about the basics. So that's what we'll cover.

Green Check Mark

Click Here to Complete Your Checklist

After completing your checklist, you can request more information about a consultation. You can also opt just to stay updated with information about future news, articles, etc.McCreary Law Office.

Categories: Estate Planning