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Checklists for End of Life Planning

Checklist: Questions to Ask When Selecting an Estate Attorney

An estate attorney provides legal advice and assistance in the planning and administration of estates, helping individuals create wills, trusts, and other documents to manage their assets and distribute them according to their wishes. They also guide clients through the probate process, ensure compliance with estate laws, and help resolve disputes related to inheritance or estate matters. Asking the following questions can help you assess the qualifications, experience, and compatibility of an estate attorney to ensure they are the right fit for your needs.

2024-09-03T13:12:12+00:00By |Checklists|Comments Off on Checklist: Questions to Ask When Selecting an Estate Attorney

Checklist: Data Collection Checklist

Effective estate planning goes beyond legal documents; it's about equipping your executors, heirs, fiduciaries, family, and friends with the resources and tools they need to seamlessly continue your affairs. Organizing critical information is a cornerstone of this process, ensuring that not only the legal aspects but also the practical aspects are in place for a smoother transition when you're no longer here.

2024-09-03T12:18:24+00:00By |Checklists|Comments Off on Checklist: Data Collection Checklist
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