Estate Planning Checklist
Preparing for the future? Whether you're already in the estate planning process or don't know where to start, this short quiz can help!
A Will/Trust
Yes,
I have this.
No,
I don't have this.
Power of Attorney
Yes,
I have this.
No,
I don't have this.
Beneficiary Designations
Yes,
I have this.
No,
I don't have this.
Letter of Intent
Yes,
I have this.
No,
I don't have this.
Healthcare Power of Attorney
Yes,
I have this.
No,
I don't have this.
Guardianship Designations
Yes,
I have this.
No,
I don't have this.