Estate Planning Checklist

Estate planning is for everybody. Having a proper estate plan gives you peace of mind knowing things are taken care of after you pass.

At Legacy Estate & Elder Law, we can help you build an estate plan to fit your needs and protect your assets. Take the first step of planning for your legacy by downloading your FREE estate planning checklist.

Your estate planning checklist includes:

• An outline of different documents in an estate plan.
  • Last Will and Testament
  • Types of trusts
  • Powers of Attorney
  • Living Will
• A guideline for designating guardianship and beneficiaries.
• Different insurance options.
• A list of suggested instructions for executor/trustee.