What Should I Consider When Reviewing Estate Planning Documents?
FREE CHECKLIST
Proper estate planning is critical and periodically reviewing your documents is an important exercise. This can be a daunting task, and you may find it tedious and, perhaps, confusing.
The Upleft Financial Waypoint Series exists to help you work through such financial events.
This checklist covers key considerations regarding the most common estate planning documents, including:
Wills
Living Trusts
Irrevocable Trusts
Powers of Attorney
Living Wills