Expert Q&A

What are the important items in an estate planning checklist?

I am starting to think about our estate, does anyone have a good checklist of things I should consider?

Related Topics: Estate, Wills and Trusts
Related Tags: Wills
Austin R. Powell
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By Austin R. Powell - Insurance Facilities, Inc.
Answered over 5 years ago

There is a great article that includes 12 steps to an Estate Plan…in the form of a nice checklist…on You can find it at this web address:

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