

You will receive your activation information within your e-mail confirmation. Estate planning checklist: Everything you need to think about 1. PLEASE NOTE: This program is an online only version. A $2,500 Value! You can't afford to miss out on this offer. Congratulations! Now, all you have to do is keep your completed documents in a safe place.īuy the Must Have Documents online program today to get immediate access to help you create ALL the documents you need to completely protect you and your family. Print & Protect – You will print out the documents along with the instructions showing you where to sign, notarize if needed and anything else you must do to make sure your documents are complete.

Preview – Preview your documents and make any final changes with a simple click-and-edit feature.Before you begin to take action on your estate plan, it's important to understand the key topics that may arise as you address your specific needs. Personalize – Fill in the questionnaire, and create the essential documents to fit your unique situation. Life Events Estate Planning Estate Planning Basics Although estate planning can be a complex task, a well-informed plan can make a big difference in what is left for your loved ones.And make sure your executor knows where to find all the.
#Basic estate planning checklist update
At a minimum, you should update the complete list of your assets and liabilities once a year and share this with the person (or persons) named as executor in your will.

