Estate Planning

One of the greatest gifts you can leave your survivors is an organized estate. Time spent now will help your family cope later. It will also ensure your wishes will be carried out.  Below is a simplified checklist to help you get started on organizing your estate. It’s a good idea to discuss your plans with your loved ones, the executor of your will and your legal, financial and tax advisers.


Estate Planning Checklist

The Truth About Estate Planning DVD & Workbook

What to do if a Family Member Dies Checklist