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Estate Planning Checklist

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Contrary to popular belief, estate planning is not simply writing a will. What is it exactly? At the basic level, estate planning is the process of legally establishing what happens to your money and assets if you become disabled or pass away. Whether your estate is large or small, you put your surviving family members at risk of a complicated, tedious task of settling your affairs if you don’t have a solidified plan in place.

It can be a daunting task to think about what will happen after death, but planning ahead will give you peace of mind while knowing your hard-earned wealth and assets will be in the hands of who you carefully choose. Get organized and take action to secure your legacy by downloading this free checklist that outlines the important steps you need to take when setting up your estate plan.
estate planning checklist
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