The Estate Plan Checklist

Assign Your Money !

Take control of your finances by starting your estate plan.

This checklist will inform you of the accounts, documents, lists, and passwords.

Whether you have a savings, inheritance, trust fund, or none of the above, this beginner friendly guide gives you the 15 Must-Haves for your Estate Plan Process.

The list gives you clear items to acquire, gain, and build to protect you and your family. From a trust , to a will, to all of the accounts in between to help you leave an inheritance to your children's children.

Start with the easiest thing that takes the least amount of time.

You made the right decision by gaining the information to teach your children about building an estate plan!

Get you digital copy and get instant access now! Plus a bonus offer!

Please review your purchase as all sales are final and nonrefundable.