Since many of us have some free time, now is an excellent opportunity to organize, review, and update your estate planning documents. We prepared this “Estate Planning Review Checklist” to make sure your personal estate plan is up-to-date.
If you would like to review this checklist together, we are offering no-charge telephone appointments to go over all of these items. You don’t have to have all of the answers to this checklist before meeting since we will walk you through everything.
ESTATE PLANNING REVIEW CHECKLIST
Do you know where your documents are?
Do you have the following: Will, Trust, Durable Power of Attorney for Finances, Advance Health Care Directive, and HIPAA Release and Authorization?
Who is your successor trustee? Is there a backup? Are these still the right people for the job?
You can find the complete checklist here: https://conta.cc/2Xbn7er