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What Issues Should I Consider Before I Update My Estate Plan?

Category:
General, Estate Planning
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Interactive Checklist Created with Sketch.

Updated 12/1/2023

This checklist covers 19 of the most important planning issues to identify and consider for a client before updating their estate plan.  It’s structured as follows:

  • Beneficiary & Fiduciary Issues
  • Assets & Property Related Issues
  • Minors & Children Related Issues
  • Other Issues

Click here for a client-facing email template.

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