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Checklist with coffee and croissant

Ultimate Estate Planning Checklist

It’s National Estate Planning Awareness Week! In an effort to break down the barriers, myths, and excuses surrounding estate planning I’ve created this handy dandy ultimate estate planning checklist. It runs down just about everything you need in terms of a comprehensive, quality estate plan including the six major documents, reviewing beneficiary designations, considering if a trust is applicable to you, and discussing your estate plan with your loved ones.

Ultimate Estate Planning Checklist

I would love to help you check these items off your list. If you want to get started, download my Estate Plan Questionnaire. Otherwise contact me to discuss your individual situation and what estate planning provisions make the most sense.

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