Estate Planning Quarantine Checklist: Key Planning Considerations When Maintaining Social Distance

Estate Planning Quarantine Checklist: Key Planning Considerations When Maintaining Social Distance

The COVID-19 virus pandemic has many of us questioning our mortality and evaluating or re-evaluating our family estate plans during this unprecedented time in history.

To be sure your loved ones are provided for and family assets protected in the event of sudden illness or death, please review the comprehensive Estate Planning Quarantine Checklist I created to educate and empower those proactive planners motivated to prepare or update their family plans.

Upon reviewing the Checklist, you will be better versed on what questions to ask and what information to gather for your estate planning attorney in order to expedite preparation of your estate plan in this social distance environment.

2020 Estate Planning Quarantine Checklist

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