Estate Planning Checklist — Time for an Update



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Many of us understand the importance of having an estate plan, but we can't stop there. It's equally as important to periodically check your estate plan for necessary updates.

What you'll learn by reading this e-book:

  • How often you should review your existing estate plan
  • What questions you should ask during these reviews
  • Plus, you'll get a printable checklist of these questions so you can bring it with you to reviews and make sure all the important topics are discussed

It's imperative that you plan for the future, but nothing is set in stone. Regularly revisiting your estate plan with your team of financial and legal professionals is the best way to ensure that your legacy will be passed on properly.


Fill out the form to the right to download your free eBook now!