The Ultimate Estate Planning Checklist

Planning a trip? Birth of a new family member?

Life is full of change and our estate planning documents need to keep pace with this change. We’ve made it super easy!!

• ___ Planning a trip (flying)
• ___ Birth of a new family member
• ___ Start of a new business
• ___ Sale of a business
• ___ Marriage of a family member
• ___ Divorce of a family member
• ___ Material change in personal wealth

If you checked one of these boxes, it is crucial that you update your Will, Power of Attorney and Health Care Directive.

We have a fascinating tool that will help you and significantly reduce your legal fees. It only takes 8 to 10 minutes to complete your estate planning checklist.

Click on the image below to try it out!