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Free Download: Estate Planning Check-Up!

Uncertain if your current plan reflects your wishes? Download our free checklist to ensure your loved ones are taken care of exactly as you intend.

This comprehensive guide will help you assess your existing estate plan and identify areas that might need revisiting. Here’s what you’ll find inside:

• Essential questions to consider, such as:
  • Do you have a will that names guardians for your minor children?
  • Do you have a power of attorney to manage your finances if you become disabled?
  • Have there been significant changes in your life (marriage, children, assets) since your plan was created?

By taking a few minutes to review these questions, you can gain peace of mind knowing your estate plan is up-to-date and reflects your current wishes.

Click here to download your free Estate Planning Check-Up!