DO I actually need an estate plan?
Estate planning is not just for the wealthy or retired. It is about making sure the right people are protected and the right decisions are made if something unexpected happens.
This short checklist helps you quickly understand whether it may be time to put a plan in place.
This checklist is helpful if you:
Own a home or other substantial assets
Have children, a spouse, or chosen family
Want a specific person to make decisions
Want peace of mind instead of uncertainty
Ready to get the checklist?
A few minutes is all it takes to better understand where you stand and what might bring you greater peace of mind.
