Estate Planning Deficiencies Checklist
Identify Your Estate Plan’s Deficiencies
The purpose of the Estate Planning Deficiencies Checklist is to allow you to review your own estate plan on your own time and pace. I believe that as you look at your estate planning while using this Checklist, you will know how well you and your loved ones are protected in the event that something happens to you. As an estate planning attorney, my desire is to help you take care of your family. Filling out this Checklist can help you and I have a focused conversation about your needs and then develop a suitable and comprehensive plan to fulfill your vision and address your needs.
I invite you to fill out this Estate Planning Deficiencies Checklist. You can either download a PDF version, or you can fill out the electronic version on this webpage. I look forward to hearing from you about your estate plan.
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Join Brandon Rains and our special presenter, Katie Spencer. Dr. Katie Spencer is a wealth coach and clinical psychologist. Through her business Northbound Coaching, Dr. Spencer offers an insider’s perspective on wealth dynamics within family systems. By working to strengthen relationships and build the foundation to effectively navigate the landscape of wealth, she helps clients identify […]Find out more »