The 25 Estate Planning Documents

This is the simple first step for preventing chaos, disappointment, hard work and unnecessary expense resulting from a ragtag, unprepared estate, and it strengthens your role as trusted friend. You can employ this useful document in electronic or hardcopy form to initiate and/or support estate-planning discussions with your prospects. Good conversation opener, too. (You have our permission to place your logo and contact information on it.)

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These are the documents one needs to put in place before leaving this earth — that includes you. Some of them are eye openers. You’d be surprised how many doctors and attorneys put these off. Even wealthy singers like Aretha Franklin.

This is the simple first step for preventing chaos, disappointment, hard work and unnecessary expense resulting from a ragtag, unprepared estate, and it strengthens your role as trusted friend. You can employ this useful document in electronic or hardcopy form to initiate and/or support estate-planning discussions with your prospects. Good conversation opener, too. (You have our permission to place your logo and contact information on it.)