Estate Planning Checkup™

15 Questions Every Family Should Be Able To Answer

Most families have estate planning documents, but many are unsure whether those documents still reflect their wishes, family circumstances, and assets.

The Estate Planning Checkup™ is a free educational resource designed to help families identify potential gaps and determine whether a review may be appropriate.

What You'll Learn

✓ Whether your core documents are in place

✓ Whether your beneficiary designations have been reviewed

✓ Whether your family knows what to do if something happens to you

✓ Whether life changes may have created planning gaps