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.
Schedule a Review Meeting
If you answer “No” or “I Don’t Know” to any of the questions in this Checklist, I invite you to schedule a complimentary initial meeting with me to discuss any possible liabilities you may have and recommended solutions for your situation.