This checklist is your guide to an estate plan that reflects your personal wishes. Imagine already knowing much of what you want included in your will before visiting your lawyer?  We all know that saving time means saving big on legal costs.

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You can do this!  This checklist is not an IQ test or a personality test. In fact, it’s not a test at all. It’s not a competition either. Rather, your custom to-do list will give you a step-by-step roadmap to improve your estate plan.

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There is a high probability that the more items on your to-do list the more you will save in legal fees.  Answering the questions truthfully can pay you bigger dividends.

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We make this easy because NO-ONE WILL SEE YOUR TO-DO LIST BUT YOU.