Estate Planning Checklist

Estate Planning Checklist

Dive into our detailed estate planning checklist designed to help guide you through crucial considerations for securing your legacy. Whether you've recently changed residency and need to establish your domicile, or you're evaluating the alignment of your estate plan with current laws, our checklist covers it all. It prompts you to review executor appointments, guardians for minor children, and the management of digital assets, ensuring your wishes are clearly documented. Additionally, it addresses the importance of aligning non-probate transfers with your overall plan and the specifics of managing various trusts, including revocable and irrevocable ones. With our checklist, you'll be equipped to navigate the complexities of estate planning, from healthcare directives to tax implications, helping to your estate is managed exactly as you envision.