Estate Planning Checklist

Everyone needs the right estate plan. Regardless of who you are, whether you are single or married, have kids or not, are young or old, and no matter your level of assets, a good estate plan is important for you. How you plan your estate can significantly impact your life and the lives of those you leave behind.

However, knowing how to plan for your specific needs and goals requires an understanding of the issues and options. Without the right information and guidance, estate planning can be a daunting task, and if it’s not done correctly, the results can be disastrous.

Our FREE “Estate Planning Checklist: The Essential Guide for Making your Best Estate Plan in Ohio” walks you through the steps you need to address to prepare the estate plan that is right for your family. In this Guide, you’ll learn the 13 steps every person needs to address in their planning, including:

  • Taking Inventory of your estate
  • How to choose the right attorney for your needs
  • Getting the right legal documents in place
  • Reviewing beneficiary designations
  • Re-titling property as needed
  • And many more

To receive access to our free planning guide please provide your name and email address below. We’ll email you the link to download the Checklist.

Download the Free Checklist

Estate Planning Checklist