Estate Planning Checklist

This checklist will help you identify planning subjects of interest to you, areas where you need more information or assistance from a professional advisor or areas in which you wish to update an existing estate plan. If you don't have an estate plan, please remember that it may be easy for you to put off developing an estate plan but if you do, the government will plan for you and may even end up being one of your beneficiaries. Please therefore call us with any questions you may have about the concepts or strategies presented in this checklist. If you wish, you may mail or fax it to us with your name and telephone number and a date and time you would like us to call to discuss the checklist. We then request the opportunity to follow that discussion with a confidential consultation to show how we can help you develop or update an estate plan that will achieve your goals and dreams."

What Do You Do Next?

Please fill out the Client Confidential Worksheet and bring it to your consultation. Whether your intent is to establish a new estate plan or update an existing plan, this very important document answers fundamental questions we will need to know concerning your estate and loved ones.