Estate Planning Basics: 7-Step Checklist for a COMPLETE Plan
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Estate Planning Basics: 7-Step Checklist for a COMPLETE Plan
20.7K viewsAug 18, 2020
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Save this: Your basic Estate Planning Document Checklist 👇 1️⃣ Last Will and Testament 📄 2️⃣ Revocable Living Trust 📦 3️⃣ Powers of Attorney (Financial & Healthcare) 🏥💼 Find them, dust them off, and check the dates. If they’re older than 3–5 years, you probably need an update. 📅 My Family Wealth Shield books include checklists just like this to help you organize everything in one place. 📚✅ Available on Amazon. Save this list so you know what to look for. 💾 ⚠️ Educational only, not legal
0:24
Save this: Your basic Estate Planning Document Checklist 👇 1️⃣ Last Will and Testament 📄 2️⃣ Revocable Living Trust 📦 3️⃣ Powers of Attorney (Financial & Healthcare) 🏥💼 Find them, dust them off, and check the dates. If they’re older than 3–5 years, you probably need an update. 📅 My Family Wealth Shield books include checklists just like this to help you organize everything in one place. 📚✅ Available on Amazon. Save this list so you know what to look for. 💾 ⚠️ Educational only, not legal
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