free comprehensive legacy checklist

27 Red Flags in Estate Planning You Can't Afford to Ignore: Get Our Expert Checklist!

Ensure your estate is fully prepared for any eventuality with The Comprehensive Legacy Checklist. This essential tool is designed to help you and your family face the future with confidence, covering all critical areas from asset protection to healthcare decisions. Whether you’re setting up a plan for the first time or updating an existing one, this checklist highlights potential vulnerabilities and ensures nothing is overlooked.

Where should I send your FREE checklist?
The Comprehensive Legacy Checklist
happy mature woman downloading the estate planning checklist

This checklist will help you . . .

Determine if your current arrangements safeguard your loved ones and your digital legacy.

Reassess your plan in light of recent life events to keep it current and comprehensive.

Check if your assets are fully protected from unforeseen risks and if your estate plan efficiently manages taxes.

Confirm that your healthcare wishes are clearly documented and understood by those who matter.

Ensure that your financial matters will be competently managed if you’re unable to do so yourself.

Where should I send your FREE checklist?
The Comprehensive Legacy Checklist

Ensure your estate is fully prepared for any eventuality with The Comprehensive Legacy Checklist. This essential tool is designed to help you and your family face the future with confidence, covering all critical areas from asset protection to healthcare decisions. Whether you’re setting up a plan for the first time or updating an existing one, this checklist highlights potential vulnerabilities and ensures nothing is overlooked.