Estate Planning Checklist
A comprehensive guide to creating and maintaining an effective estate plan to protect your assets and provide for your loved ones.
What
A comprehensive estate planning process including legal documents, beneficiary management, tax planning, and communication strategies to protect and transfer assets.
Why
Estate planning ensures your wishes are carried out, minimizes taxes and legal complications, provides for dependents, and gives peace of mind to you and your family.
When
Start estate planning as soon as you have assets or dependents. Review and update plans after major life events or every 3–5 years.
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