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

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


Updated 11/15/2021

Click here for a client-facing email template.