![]() Furthermore, requesting our e-book does not create an attorney-client relationship. ![]() This information is critical in crafting an effective estate plan, so don't wait!Īll information provided to us will be kept confidential and will not be shared with any third parties. To download our Estate Planning Checklist, just enter your name and email below, and you will receive an email with the free PDF. How to Download Our Estate Planning Checklist: You can download the PDF absolutely free simply by filling out the form below. ![]() This is a must-have resource for anyone interested in estate planning. This checklist was made as a tool to help people ensure they have everything they need so they can have peace of mind knowing they have a solid, comprehensive, full-proof estate plan, not only so they are properly protected, but so everything is made easy and convenient for their loved ones. And if you already have one, now you have a guide to double check your existing plan against to make sure you aren't missing anything. If you're just getting started, you now have a list laid out for you to make sure you have everything in order. This checklist is for everyone whether you are just now looking to get started creating an estate plan, or you already have one in place. Luckily, they no longer have to be overwhelmed - with our Estate Planning Checklist, you can get a straight forward look at what's important. Not only do they not want to plan for their death, but they are also overwhelmed by all the options and information out there. The Section also invites those considering estate planning to contact some of its approximate 30,000 members who practice in the Trust and Estates area, with lawyers in virtually every. Estate planning is off putting to most people. Those materials will include checklists to prepare for an estate planning meeting as well as a list of frequently-asked questions regarding estate planning.
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