#Estate planning checklist for lawyers how to

In today’s episode, I want to walk you through a checklist that’s going to act as a guide for how to actually think about and methodically create a comprehensive estate plan and the questions you should be asking and the documents that are involved to make sure that everything is buttoned up. In the last episode, we talked about a broad overview of what estate planning is, why it’s important, what the goals are, who it’s for, when you should be thinking about it at each phase of your life and what probate is when you don’t have an estate plan.

Okay, thanks for joining me for part two on this estate planning topic that we started discussing in the last episode.

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Life insurance: How to calculate exactly how much you need in 4 simple steps.

How to set up a revocable living trust (with sample trust document).

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I need your help, please leave a listener review 🙂 Have you subscribed to the HYW podcast? Subscribe today so you don’t miss an episode! Click to subscribe in: How much an attorney will cost, how to find a good one, and things to think about if you’re considering to do parts of your estate plan yourselfĭon’t miss an episode, hit that subscribe button….The role of attorneys and CPAs in estate planning (and the distinction between what each does).The 16 essential checklist topics that should be part of any comprehensive estate plan.This is a continuation from the last episode, where we introduced big picture concepts around estate planning. This episode is part 2 of 2 and covers the 16 essential estate planning checklist topics you should think about as you prepare or update your estate plan. In Episode 9, we get into the actual nitty gritty details of how to do estate planning. BONUS: Get my 16-point estate planning checklist

Estate planning checklist for lawyers